CIAM
WBS

Caitong International Asset Management’s Webster Financial WBS Stock Holding History

Caitong International Asset 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 		$576K Buy
+7,540
New +$548K 0.08% 210
2026
Q1 		– Sell
-674
Closed -$42.4K – 3083
2025
Q4 		$42.4K Buy
674
+185
+38% +$11K 0.01% 763
2025
Q3 		$29.1K Buy
+489
New +$29.1K 0.02% 510
2025
Q1 		– Sell
-1,131
Closed -$62.5K – 2558
2024
Q4 		$62.5K Buy
+1,131
New +$62.1K 0.06% 391

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

Caitong International Asset Management's WBS Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Webster Financial (WBS) in Q2 2026: 7,540 shares worth $576K. The stake represents 0.08% of the portfolio and ranks #210 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in WBS as recently as Q4 2025.

Caitong International Asset Management first reported a position in WBS in Q4 2024 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Caitong International Asset Management held 7,540 shares of Webster Financial worth $576K as of Q2 2026.
  • Webster Financial was a new Caitong International Asset Management position in Q2 2026.
  • Webster Financial made up 0.08% of Caitong International Asset Management's portfolio in Q2 2026, its #210 holding.
  • Caitong International Asset Management first reported a position in Webster Financial in Q4 2024 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.