CI Investments Inc
WBS

CI Investments Inc’s Webster Financial WBS Stock Holding History

CI Investments Inc’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
-1,599
Closed -$95K – 1244
2025
Q3 		$95K Sell
1,599
-613
-28% -$36.5K ﹤0.01% 885
2025
Q2 		$121K Sell
2,212
-475
-18% -$23.7K ﹤0.01% 863
2025
Q1 		$139K Buy
2,687
+31
+1% +$1.73K ﹤0.01% 814
2024
Q4 		$147K Sell
2,656
-53
-2% -$2.91K ﹤0.01% 826
2024
Q3 		$126K Sell
2,709
-349
-11% -$16K ﹤0.01% 790
2024
Q2 		$133K Buy
3,058
+405
+15% +$18K ﹤0.01% 737
2024
Q1 		$135K Buy
2,653
+814
+44% +$39.8K ﹤0.01% 805
2023
Q4 		$93K Buy
1,839
+131
+8% +$5.66K ﹤0.01% 849
2023
Q3 		$69K Buy
1,708
+5
+0.3% +$213 ﹤0.01% 902
2023
Q2 		$64K Buy
1,703
+156
+10% +$5.76K ﹤0.01% 896
2023
Q1 		$61K Buy
1,547
+122
+9% +$5.86K ﹤0.01% 850
2022
Q4 		$67K Buy
1,425
+311
+28% +$15.6K ﹤0.01% 851
2022
Q3 		$50K Sell
1,114
-58
-5% -$2.68K ﹤0.01% 835
2022
Q2 		$49K Sell
1,172
-898
-43% -$43.3K ﹤0.01% 836
2022
Q1 		$116K Buy
2,070
+569
+38% +$33.8K ﹤0.01% 824
2021
Q4 		$84K Sell
1,501
-718
-32% -$40.4K ﹤0.01% 943
2021
Q3 		$121K Buy
2,219
+185
+9% +$9.21K ﹤0.01% 829
2021
Q2 		$108K Buy
2,034
+734
+56% +$40.7K ﹤0.01% 849
2021
Q1 		$72K Buy
1,300
+20
+2% +$1.06K ﹤0.01% 836
2020
Q4 		$54K Buy
1,280
+333
+35% +$12K ﹤0.01% 829
2020
Q3 		$25K Buy
+947
New +$25.7K ﹤0.01% 826

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CI Investments Inc's WBS Position: Q4 2025 in Review

CI Investments Inc sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 1,599 shares — an estimated $95K sold.

CI Investments Inc first reported a position in WBS in Q3 2020 and held it in 21 quarters. The position peaked at $147K in Q4 2024. 538 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • CI Investments Inc reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,599 Webster Financial shares in Q4 2025, an estimated $95K.
  • CI Investments Inc first reported a position in Webster Financial in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's Webster Financial position peaked at $147K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.