CM
WBS

Crestline Management’s Webster Financial WBS Stock Holding History

Crestline 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
Q1 		– Sell
-80,730
Closed -$4.46M – 642
2024
Q4 		$4.46M Buy
80,730
+62,333
+339% +$3.42M 0.15% 154
2024
Q3 		$857K Buy
+18,397
New +$844K 0.04% 288
2023
Q2 		– Sell
-210,916
Closed -$8.31M – 193
2023
Q1 		$8.31M Buy
210,916
+95,000
+82% +$4.56M 0.99% 27
2022
Q4 		$5.49M Sell
115,916
-40,084
-26% -$2.01M 0.8% 34
2022
Q3 		$7.05M Buy
+156,000
New +$7.22M 0.95% 18
2016
Q4 		– Sell
-13,000
Closed -$494K – 201
2016
Q3 		$494K Buy
+13,000
New +$479K 0.06% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Crestline Management's WBS Position: Q1 2025 in Review

Crestline Management sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 80,730 shares — an estimated $4.46M sold.

Crestline Management first reported a position in WBS in Q3 2016 and held it in 6 quarters. The position peaked at $8.31M in Q1 2023. 492 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Crestline Management reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 80,730 Webster Financial shares in Q1 2025, an estimated $4.46M.
  • Crestline Management first reported a position in Webster Financial in Q3 2016 and held it in 6 quarters.
  • Crestline Management's Webster Financial position peaked at $8.31M in Q1 2023.
  • 492 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.