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Caption Management’s Webster Financial WBS Stock Holding History

Caption 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
2025
Q4 		– Sell
-67,500
Closed -$4.01M – 2111
2025
Q3 		$4.01M Hold
67,500
– – 0.03% 582
2025
Q2 		$3.69M Hold
67,500
– – 0.04% 499
2025
Q1 		$3.48M Buy
+67,500
New +$3.76M 0.03% 505
2022
Q4 		– Sell
-30,600
Closed -$1.38M – 1765
2022
Q3 		$1.38M Buy
+30,600
New +$1.42M 0.02% 764

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caption Management's WBS Position: Q4 2025 in Review

Caption Management sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 34,371 shares — an estimated $2.04M sold.

Caption Management first reported a position in WBS in Q3 2022 and held it in 4 quarters. The position peaked at $2.65M in Q2 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Caption Management reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 34,371 Webster Financial shares in Q4 2025, an estimated $2.04M.
  • Caption Management first reported a position in Webster Financial in Q3 2022 and held it in 4 quarters.
  • Caption Management's Webster Financial position peaked at $2.65M in Q2 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.