BC
WBS

Bayforest Capital’s Webster Financial WBS Stock Holding History

Bayforest Capital’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
-1,952
Closed -$123K – 1097
2025
Q4 		$123K Sell
1,952
-1,762
-47% -$105K 0.09% 416
2025
Q3 		$221K Sell
3,714
-1,221
-25% -$72.7K 0.11% 364
2025
Q2 		$269K Buy
4,935
+2,961
+150% +$148K 0.12% 319
2025
Q1 		$102K Buy
1,974
+737
+60% +$41K 0.04% 486
2024
Q4 		$68.3K Buy
+1,237
New +$67.9K 0.09% 406

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

Bayforest Capital's WBS Position: Q1 2026 in Review

Bayforest Capital sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 1,952 shares — an estimated $123K sold.

Bayforest Capital first reported a position in WBS in Q4 2024 and held it in 5 quarters. The position peaked at $269K in Q2 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Bayforest Capital reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Bayforest Capital sold 1,952 Webster Financial shares in Q1 2026, an estimated $123K.
  • Bayforest Capital first reported a position in Webster Financial in Q4 2024 and held it in 5 quarters.
  • Bayforest Capital's Webster Financial position peaked at $269K in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.