ClearBridge Investments’s Webster Financial WBS Stock Holding History

ClearBridge Investments’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	$383K	Sell	5,010 -859,027	-99%	-$62.5M	﹤0.01%	664
2026 Q1	$60M	Sell	864,037 -22,307	-3%	-$1.53M	0.05%	283
2025 Q4	$55.8M	Buy	886,344 +881,334	+17,591%	+$52.3M	0.04%	306
2025 Q3	$298K	Hold	5,010	–	–	﹤0.01%	694
2025 Q2	$274K	Hold	5,010	–	–	﹤0.01%	690
2025 Q1	$258K	Hold	5,010	–	–	﹤0.01%	684
2024 Q4	$277K	Hold	5,010	–	–	﹤0.01%	695
2024 Q3	$234K	Hold	5,010	–	–	﹤0.01%	701
2024 Q2	$218K	Hold	5,010	–	–	﹤0.01%	729
2024 Q1	$254K	Sell	5,010 -133	-3%	-$6.5K	﹤0.01%	734
2023 Q4	$261K	Hold	5,143	–	–	﹤0.01%	729
2023 Q3	$207K	Sell	5,143 -44,159	-90%	-$1.88M	﹤0.01%	684
2023 Q2	$1.86M	Sell	49,302 -13	-0%	-$480	﹤0.01%	601
2023 Q1	$1.94M	Buy	49,315 +51	+0.1%	+$2.45K	﹤0.01%	608
2022 Q4	$2.33M	Sell	49,264 -1,949	-4%	-$97.6K	﹤0.01%	608
2022 Q3	$2.31M	Buy	51,213 +5,345	+12%	+$247K	﹤0.01%	618
2022 Q2	$1.93M	Sell	45,868 -11	-0%	-$530	﹤0.01%	637
2022 Q1	$2.58M	Buy	+45,879	New	+$2.72M	﹤0.01%	643

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

ClearBridge Investments's WBS Position: Q2 2026 in Review

ClearBridge Investments reduced its Webster Financial (WBS) stake by 99% in Q2 2026, selling an estimated $62.5M and leaving 5,010 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

ClearBridge Investments first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $60M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

ClearBridge Investments held 5,010 shares of Webster Financial worth $383K as of Q2 2026.
ClearBridge Investments sold 859,027 Webster Financial shares in Q2 2026, an estimated $62.5M.
Webster Financial made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #664 holding.
ClearBridge Investments first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
ClearBridge Investments's Webster Financial position peaked at $60M in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.