Carlson Capital’s Webster Financial WBS Stock Holding History

Carlson Capital’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	$2.66M	Sell	34,756 -4,244	-11%	-$309K	0.54%	39
2026 Q1	$2.71M	Buy	+39,000	New	+$2.67M	0.85%	11
2022 Q4	–	Sell	-133,700	Closed	-$6.04M	–	142
2022 Q3	$6.04M	Buy	+133,700	New	+$6.19M	0.46%	58
2013 Q3	–	Sell	-1,357,600	Closed	-$34.9M	–	324
2013 Q2	$34.9M	Buy	+1,357,600	New	+$32M	0.42%	80

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carlson Capital's WBS Position: Q2 2026 in Review

Carlson Capital reduced its Webster Financial (WBS) stake by 11% in Q2 2026, selling an estimated $309K and leaving 34,756 shares worth $2.66M. The position accounts for 0.54% of the portfolio, ranked #39.

Carlson Capital first reported a position in WBS in Q2 2013 and has held it in 4 quarters since. The position peaked at $34.9M in Q2 2013. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Carlson Capital held 34,756 shares of Webster Financial worth $2.66M as of Q2 2026.
Carlson Capital sold 4,244 Webster Financial shares in Q2 2026, an estimated $309K.
Webster Financial made up 0.54% of Carlson Capital's portfolio in Q2 2026, its #39 holding.
Carlson Capital first reported a position in Webster Financial in Q2 2013 and has held it in 4 quarters since.
Carlson Capital's Webster Financial position peaked at $34.9M in Q2 2013.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.