BCM
WBS

Basswood Capital Management’s Webster Financial WBS Stock Holding History

Basswood 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
2026
Q2 		$92.9M Hold
1,215,997
– – 3.7% 4
2026
Q1 		$84.4M Sell
1,215,997
-264,807
-18% -$18.1M 3.98% 4
2025
Q4 		$93.2M Buy
1,480,804
+247,537
+20% +$14.7M 3.77% 4
2025
Q3 		$73.3M Buy
1,233,267
+21,837
+2% +$1.3M 3% 7
2025
Q2 		$66.1M Sell
1,211,430
-53,097
-4% -$2.65M 3.04% 6
2025
Q1 		$65.2M Buy
1,264,527
+157,387
+14% +$8.76M 3.66% 2
2024
Q4 		$61.1M Sell
1,107,140
-670,273
-38% -$36.8M 3.56% 3
2024
Q3 		$82.8M Buy
1,777,413
+93,929
+6% +$4.31M 4.27% 2
2024
Q2 		$73.4M Buy
1,683,484
+250,374
+17% +$11.1M 4.76% 2
2024
Q1 		$72.8M Buy
1,433,110
+82,120
+6% +$4.02M 4.24% 2
2023
Q4 		$68.6M Sell
1,350,990
-95,257
-7% -$4.12M 4.43% 2
2023
Q3 		$58.3M Buy
1,446,247
+76,797
+6% +$3.27M 4.43% 2
2023
Q2 		$51.7M Sell
1,369,450
-235,738
-15% -$8.7M 3.81% 2
2023
Q1 		$63.3M Buy
1,605,188
+478,452
+42% +$23M 4.41% 2
2022
Q4 		$53.3M Sell
1,126,736
-412,792
-27% -$20.7M 3.94% 3
2022
Q3 		$69.6M Sell
1,539,528
-1,368
-0.1% -$63.3K 5.1% 2
2022
Q2 		$64.9M Buy
1,540,896
+260,255
+20% +$12.5M 4.08% 2
2022
Q1 		$71.9M Buy
+1,280,641
New +$76M 3.44% 3

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basswood Capital Management's WBS Position: Q2 2026 in Review

Basswood Capital Management held its Webster Financial (WBS) position steady in Q2 2026 at 1,215,997 shares worth $92.9M. The position accounts for 3.7% of the portfolio, ranked #4.

Basswood Capital Management first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $93.2M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Basswood Capital Management held 1,215,997 shares of Webster Financial worth $92.9M as of Q2 2026.
  • Basswood Capital Management left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 3.7% of Basswood Capital Management's portfolio in Q2 2026, its #4 holding.
  • Basswood Capital Management first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
  • Basswood Capital Management's Webster Financial position peaked at $93.2M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.