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Applied Finance Capital Management’s Webster Financial WBS Stock Holding History

Applied Finance Capital Management’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,624
Closed -$252K – 326
2025
Q2 		$252K Buy
4,624
+375
+9% +$18.7K 0.02% 278
2025
Q1 		$219K Buy
4,249
+11
+0.3% +$612 0.02% 276
2024
Q4 		$234K Buy
+4,238
New +$233K 0.01% 276

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Applied Finance Capital Management's WBS Position: Q3 2025 in Review

Applied Finance Capital Management sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 4,624 shares — an estimated $252K sold.

Applied Finance Capital Management first reported a position in WBS in Q4 2024 and held it in 3 quarters. The position peaked at $252K in Q2 2025. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Applied Finance Capital Management reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 4,624 Webster Financial shares in Q3 2025, an estimated $252K.
  • Applied Finance Capital Management first reported a position in Webster Financial in Q4 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's Webster Financial position peaked at $252K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.