Capstone Investment Advisors
WBS

Capstone Investment Advisors’s Webster Financial WBS Stock Holding History

Capstone Investment Advisors’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 		$71.5M Buy
935,000
+85,500
+10% +$6.22M 0.13% 85
2026
Q1 		$59M Buy
+849,500
New +$58.2M 0.1% 76
2023
Q4 		– Sell
-6,308
Closed -$254K – 2439
2023
Q3 		$254K Buy
+6,308
New +$268K ﹤0.01% 1695
2017
Q2 		– Sell
-29,300
Closed -$1.47M – 962
2017
Q1 		$1.47M Buy
+29,300
New +$1.56M 0.04% 351

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

Capstone Investment Advisors's WBS Position: Q2 2026 in Review

Capstone Investment Advisors increased its Webster Financial (WBS) stake by 10% in Q2 2026, buying an estimated $6.22M and bringing the position to 935,000 shares worth $71.5M. The position accounts for 0.13% of the portfolio, ranked #85.

Capstone Investment Advisors first reported a position in WBS in Q1 2017 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Capstone Investment Advisors held 935,000 shares of Webster Financial worth $71.5M as of Q2 2026.
  • Capstone Investment Advisors bought 85,500 Webster Financial shares in Q2 2026, an estimated $6.22M.
  • Webster Financial made up 0.13% of Capstone Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Capstone Investment Advisors first reported a position in Webster Financial in Q1 2017 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.