ACL
WBS

Azora Capital LP’s Webster Financial WBS Stock Holding History

Azora Capital LP’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 		– Sell
-764,322
Closed -$48.1M – 65
2025
Q4 		$48.1M Sell
764,322
-651,139
-46% -$38.7M 3.03% 13
2025
Q3 		$84.1M Sell
1,415,461
-470,924
-25% -$28.1M 3.9% 6
2025
Q2 		$103M Buy
1,886,385
+440,347
+30% +$22M 4.66% 4
2025
Q1 		$74.5M Sell
1,446,038
-888,078
-38% -$49.4M 5.06% 7
2024
Q4 		$129M Buy
2,334,116
+449,583
+24% +$24.7M 5.79% 3
2024
Q3 		$87.8M Sell
1,884,533
-283,438
-13% -$13M 4.73% 6
2024
Q2 		$94.5M Buy
2,167,971
+727,108
+50% +$32.4M 4.35% 8
2024
Q1 		$73.2M Sell
1,440,863
-36,335
-2% -$1.78M 5.3% 4
2023
Q4 		$75M Buy
1,477,198
+877,540
+146% +$37.9M 6.44% 1
2023
Q3 		$24.2M Buy
599,658
+211,778
+55% +$9.01M 2.58% 15
2023
Q2 		$14.6M Sell
387,880
-596,959
-61% -$22M 2.65% 18
2023
Q1 		$38.8M Buy
984,839
+289,731
+42% +$13.9M 5.66% 5
2022
Q4 		$32.9M Buy
695,108
+248,760
+56% +$12.5M 4.97% 7
2022
Q3 		$20.2M Buy
446,348
+298,651
+202% +$13.8M 2.99% 13
2022
Q2 		$6.22M Sell
147,697
-157,545
-52% -$7.59M 1.53% 21
2022
Q1 		$17.1M Buy
+305,242
New +$18.1M 2.86% 15
2020
Q1 		– Sell
-629,139
Closed -$33.6M – 45
2019
Q4 		$33.6M Buy
+629,139
New +$30.3M 4.77% 8

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Azora Capital LP's WBS Position: Q1 2026 in Review

Azora Capital LP sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 764,322 shares — an estimated $48.1M sold.

Azora Capital LP first reported a position in WBS in Q4 2019 and held it in 17 quarters. The position peaked at $129M in Q4 2024. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Azora Capital LP reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Azora Capital LP sold 764,322 Webster Financial shares in Q1 2026, an estimated $48.1M.
  • Azora Capital LP first reported a position in Webster Financial in Q4 2019 and held it in 17 quarters.
  • Azora Capital LP's Webster Financial position peaked at $129M in Q4 2024.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Azora Capital LP's 13F filing for Q1 2026, filed 15 May 2026.