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Deroy & Devereaux Private Investment Counsel’s Webster Financial WBS Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
Q1 		– Sell
-498,503
Closed -$31.4M – 185
2025
Q4 		$31.4M Sell
498,503
-6,971
-1% -$414K 1.53% 23
2025
Q3 		$30M Sell
505,474
-5,378
-1% -$320K 1.5% 25
2025
Q2 		$27.9M Sell
510,852
-4,253
-0.8% -$212K 1.51% 24
2025
Q1 		$26.6M Sell
515,105
-681
-0.1% -$37.9K 1.54% 26
2024
Q4 		$28.5M Buy
515,786
+3,590
+0.7% +$197K 1.63% 24
2024
Q3 		$23.9M Buy
512,196
+82,430
+19% +$3.78M 1.36% 36
2024
Q2 		$18.7M Buy
429,766
+746
+0.2% +$33.2K 1.15% 46
2024
Q1 		$21.8M Buy
429,020
+100,139
+30% +$4.9M 1.33% 33
2023
Q4 		$16.7M Buy
328,881
+9,049
+3% +$391K 1.11% 49
2023
Q3 		$12.9M Buy
319,832
+258,572
+422% +$11M 0.94% 56
2023
Q2 		$2.31M Buy
61,260
+3,710
+6% +$137K 0.16% 90
2023
Q1 		$2.27M Buy
+57,550
New +$2.76M 0.17% 89

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's WBS Position: Q1 2026 in Review

Deroy & Devereaux Private Investment Counsel sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 498,503 shares — an estimated $31.4M sold.

Deroy & Devereaux Private Investment Counsel first reported a position in WBS in Q1 2023 and held it in 12 quarters. The position peaked at $31.4M in Q4 2025. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Deroy & Devereaux Private Investment Counsel reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 498,503 Webster Financial shares in Q1 2026, an estimated $31.4M.
  • Deroy & Devereaux Private Investment Counsel first reported a position in Webster Financial in Q1 2023 and held it in 12 quarters.
  • Deroy & Devereaux Private Investment Counsel's Webster Financial position peaked at $31.4M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q1 2026, filed 27 Apr 2026.