Dimensional Fund Advisors
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Dimensional Fund Advisors’s Webster Financial WBS Stock Holding History

Dimensional Fund Advisors’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 		$439M Sell
6,327,138
-1,593,162
-20% -$109M 0.09% 197
2025
Q4 		$499M Buy
7,920,300
+107,335
+1% +$6.37M 0.1% 153
2025
Q3 		$464M Buy
7,812,965
+189,399
+2% +$11.3M 0.1% 158
2025
Q2 		$416M Buy
7,623,566
+515,484
+7% +$25.7M 0.1% 175
2025
Q1 		$366M Buy
7,108,082
+487,264
+7% +$27.1M 0.09% 192
2024
Q4 		$366M Buy
6,620,818
+45,310
+0.7% +$2.49M 0.09% 198
2024
Q3 		$306M Buy
6,575,508
+1,053,464
+19% +$48.3M 0.07% 273
2024
Q2 		$241M Buy
5,522,044
+1,206,575
+28% +$53.7M 0.06% 356
2024
Q1 		$219M Buy
4,315,469
+399,456
+10% +$19.5M 0.06% 390
2023
Q4 		$199M Buy
3,916,013
+430,331
+12% +$18.6M 0.06% 407
2023
Q3 		$141M Buy
3,485,682
+90,056
+3% +$3.83M 0.05% 543
2023
Q2 		$128M Sell
3,395,626
-271,069
-7% -$10M 0.04% 621
2023
Q1 		$145M Sell
3,666,695
-90,104
-2% -$4.32M 0.05% 521
2022
Q4 		$178K Sell
3,756,799
-841,401
-18% -$42.1M 0.05% 384
2022
Q3 		$208M Sell
4,598,200
-415,054
-8% -$19.2M 0.08% 256
2022
Q2 		$211M Sell
5,013,254
-1,137,198
-18% -$54.8M 0.08% 277
2022
Q1 		$345M Buy
6,150,452
+4,703,278
+325% +$279M 0.11% 160
2021
Q4 		$80.8M Sell
1,447,174
-13,267
-0.9% -$747K 0.02% 1048
2021
Q3 		$79.5M Sell
1,460,441
-54,422
-4% -$2.71M 0.03% 1021
2021
Q2 		$80.8M Sell
1,514,863
-289,847
-16% -$16.1M 0.03% 1030
2021
Q1 		$99.5M Buy
1,804,710
+19,963
+1% +$1.06M 0.03% 834
2020
Q4 		$75.2M Sell
1,784,747
-127,796
-7% -$4.61M 0.03% 1014
2020
Q3 		$50.5M Buy
1,912,543
+73,581
+4% +$1.99M 0.02% 1193
2020
Q2 		$52.6M Buy
1,838,962
+302,129
+20% +$8M 0.02% 1156
2020
Q1 		$35.2M Buy
1,536,833
+133,096
+9% +$5.41M 0.02% 1342
2019
Q4 		$74.9M Buy
1,403,737
+81,312
+6% +$3.91M 0.03% 1018
2019
Q3 		$62M Buy
1,322,425
+97,011
+8% +$4.59M 0.02% 1179
2019
Q2 		$58.5M Buy
1,225,414
+75,932
+7% +$3.78M 0.02% 1267
2019
Q1 		$58.2M Sell
1,149,482
-3,623
-0.3% -$196K 0.02% 1239
2018
Q4 		$56.8M Sell
1,153,105
-21,079
-2% -$1.2M 0.03% 1083
2018
Q3 		$69.2M Sell
1,174,184
-47,423
-4% -$3.08M 0.03% 1082
2018
Q2 		$77.8M Sell
1,221,607
-116,102
-9% -$7.23M 0.03% 898
2018
Q1 		$74.1M Sell
1,337,709
-376,920
-22% -$21.3M 0.03% 897
2017
Q4 		$96.3M Sell
1,714,629
-662,053
-28% -$36.2M 0.04% 652
2017
Q3 		$125M Sell
2,376,682
-546,160
-19% -$27.3M 0.05% 441
2017
Q2 		$153M Sell
2,922,842
-1,245,579
-30% -$62.9M 0.07% 287
2017
Q1 		$209M Sell
4,168,421
-224,112
-5% -$12M 0.1% 173
2016
Q4 		$238M Sell
4,392,533
-196,097
-4% -$9.01M 0.12% 122
2016
Q3 		$174M Sell
4,588,630
-602,356
-12% -$22.2M 0.09% 183
2016
Q2 		$176M Sell
5,190,986
-554,504
-10% -$20.2M 0.1% 174
2016
Q1 		$206M Sell
5,745,490
-52,430
-0.9% -$1.8M 0.12% 124
2015
Q4 		$216M Sell
5,797,920
-92,603
-2% -$3.51M 0.13% 111
2015
Q3 		$210M Sell
5,890,523
-124,217
-2% -$4.63M 0.14% 106
2015
Q2 		$238M Sell
6,014,740
-33,872
-0.6% -$1.28M 0.15% 90
2015
Q1 		$224M Buy
6,048,612
+30,896
+0.5% +$1.04M 0.14% 96
2014
Q4 		$196M Buy
6,017,716
+91,743
+2% +$2.84M 0.13% 116
2014
Q3 		$173M Buy
5,925,973
+158,647
+3% +$4.72M 0.12% 129
2014
Q2 		$182M Buy
5,767,326
+315,770
+6% +$9.63M 0.13% 120
2014
Q1 		$169M Sell
5,451,556
-759
-0% -$23.3K 0.13% 126
2013
Q4 		$170M Buy
5,452,315
+112,926
+2% +$3.21M 0.13% 118
2013
Q3 		$136M Buy
5,339,389
+117,108
+2% +$3.12M 0.12% 144
2013
Q2 		$134M Buy
+5,222,281
New +$123M 0.13% 132

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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 $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors's WBS Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Webster Financial (WBS) stake by 20% in Q1 2026, selling an estimated $109M and leaving 6,327,138 shares worth $439M. The position accounts for 0.09% of the portfolio, ranked #197.

Dimensional Fund Advisors first reported a position in WBS in Q2 2013 and has held it in 52 quarters since. The position peaked at $499M in Q4 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Dimensional Fund Advisors held 6,327,138 shares of Webster Financial worth $439M as of Q1 2026.
  • Dimensional Fund Advisors sold 1,593,162 Webster Financial shares in Q1 2026, an estimated $109M.
  • Webster Financial made up 0.09% of Dimensional Fund Advisors's portfolio in Q1 2026, its #197 holding.
  • Dimensional Fund Advisors first reported a position in Webster Financial in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Webster Financial position peaked at $499M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.