BIG
WBS

Brooklyn Investment Group’s Webster Financial WBS Stock Holding History

Brooklyn Investment Group’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 		$790K Buy
11,376
+6,657
+141% +$456K 0.02% 697
2025
Q4 		$302K Buy
+4,719
New +$280K 0.01% 1038
2025
Q3 		– Sell
-2,860
Closed -$156K – 2678
2025
Q2 		$156K Buy
2,860
+493
+21% +$24.6K 0.02% 722
2025
Q1 		$122K Buy
2,367
+1,224
+107% +$68.1K 0.03% 480
2024
Q4 		$63.1K Hold
1,143
– – 0.02% 479
2024
Q3 		$53.3K Buy
+1,143
New +$52.5K 0.02% 471

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

Brooklyn Investment Group's WBS Position: Q1 2026 in Review

Brooklyn Investment Group increased its Webster Financial (WBS) stake by 141% in Q1 2026, buying an estimated $456K and bringing the position to 11,376 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #697.

Brooklyn Investment Group first reported a position in WBS in Q3 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Brooklyn Investment Group held 11,376 shares of Webster Financial worth $790K as of Q1 2026.
  • Brooklyn Investment Group bought 6,657 Webster Financial shares in Q1 2026, an estimated $456K.
  • Webster Financial made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #697 holding.
  • Brooklyn Investment Group first reported a position in Webster Financial in Q3 2024 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.