BA
WBS

Bridgewater Associates’s Webster Financial WBS Stock Holding History

Bridgewater Associates’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
-754,071
Closed -$47.5M – 1237
2025
Q4 		$47.5M Buy
754,071
+218,723
+41% +$13M 0.17% 92
2025
Q3 		$31.8M Buy
535,348
+336,219
+169% +$20M 0.12% 134
2025
Q2 		$10.9M Buy
+199,129
New +$9.93M 0.04% 243

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

Bridgewater Associates's WBS Position: Q1 2026 in Review

Bridgewater Associates sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 754,071 shares — an estimated $47.5M sold.

Bridgewater Associates first reported a position in WBS in Q2 2025 and held it in 3 quarters. The position peaked at $47.5M in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Bridgewater Associates reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Bridgewater Associates sold 754,071 Webster Financial shares in Q1 2026, an estimated $47.5M.
  • Bridgewater Associates first reported a position in Webster Financial in Q2 2025 and held it in 3 quarters.
  • Bridgewater Associates's Webster Financial position peaked at $47.5M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.