BGAI
WBS

Bruce G. Allen Investments’s Webster Financial WBS Stock Holding History

Bruce G. Allen Investments’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
-810
Closed -$51K – 1149
2025
Q4 		$51K Sell
810
-44
-5% -$2.61K 0.03% 254
2025
Q3 		$50.8K Sell
854
-11
-1% -$655 0.04% 260
2025
Q2 		$47.2K Sell
865
-19
-2% -$947 0.04% 267
2025
Q1 		$45.6K Sell
884
-2
-0.2% -$111 0.04% 268
2024
Q4 		$48.9K Hold
886
– – 0.04% 263
2024
Q3 		$41.3K Buy
886
+16
+2% +$734 0.03% 290
2024
Q2 		$37.9K Sell
870
-10
-1% -$445 0.03% 286
2024
Q1 		$44.7K Buy
880
+47
+6% +$2.3K 0.04% 260
2023
Q4 		$42.3K Buy
+833
New +$36K 0.04% 262

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

Bruce G. Allen Investments's WBS Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 810 shares — an estimated $51K sold.

Bruce G. Allen Investments first reported a position in WBS in Q4 2023 and held it in 9 quarters. The position peaked at $51K in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 810 Webster Financial shares in Q1 2026, an estimated $51K.
  • Bruce G. Allen Investments first reported a position in Webster Financial in Q4 2023 and held it in 9 quarters.
  • Bruce G. Allen Investments's Webster Financial position peaked at $51K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.