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Atria Investments’s Webster Financial WBS Stock Holding History

Atria Investments’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
2026
Q1 		$292K Sell
4,209
-16,006
-79% -$1.1M ﹤0.01% 1773
2025
Q4 		$1.27M Sell
20,215
-997
-5% -$59.2K 0.01% 945
2025
Q3 		$1.26M Sell
21,212
-1,015
-5% -$60.5K 0.01% 933
2025
Q2 		$1.21M Sell
22,227
-2,276
-9% -$113K 0.01% 940
2025
Q1 		$1.26M Buy
24,503
+3,839
+19% +$214K 0.02% 906
2024
Q4 		$1.14M Sell
20,664
-443
-2% -$24.3K 0.01% 908
2024
Q3 		$984K Buy
21,107
+772
+4% +$35.4K 0.01% 979
2024
Q2 		$886K Sell
20,335
-332
-2% -$14.8K 0.01% 1000
2024
Q1 		$1.05M Buy
+20,667
New +$1.01M 0.01% 938

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Atria Investments's WBS Position: Q1 2026 in Review

Atria Investments reduced its Webster Financial (WBS) stake by 79% in Q1 2026, selling an estimated $1.1M and leaving 4,209 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Atria Investments first reported a position in WBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Atria Investments held 4,209 shares of Webster Financial worth $292K as of Q1 2026.
  • Atria Investments sold 16,006 Webster Financial shares in Q1 2026, an estimated $1.1M.
  • Webster Financial made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1773 holding.
  • Atria Investments first reported a position in Webster Financial in Q1 2024 and has held it in 9 quarters since.
  • Atria Investments's Webster Financial position peaked at $1.27M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.