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Counterpoint Mutual Funds’s Webster Financial WBS Stock Holding History

Counterpoint Mutual Funds’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
-5,758
Closed -$342K – 504
2025
Q3 		$342K Buy
+5,758
New +$343K 0.03% 273

Other funds holding WBS

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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

Counterpoint Mutual Funds's WBS Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 5,758 shares — an estimated $342K sold.

Counterpoint Mutual Funds first reported a position in WBS in Q3 2025 and held it in 1 quarter. The position peaked at $342K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 5,758 Webster Financial shares in Q4 2025, an estimated $342K.
  • Counterpoint Mutual Funds first reported a position in Webster Financial in Q3 2025 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Webster Financial position peaked at $342K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.