EJF Capital’s Webster Financial WBS Stock Holding History

EJF Capital’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	-31,950	Closed	-$2.01M	–	80
2025 Q4	$2.01M	Sell	31,950 -243	-0.8%	-$14.4K	1.14%	38
2025 Q3	$1.91M	Buy	32,193 +21,292	+195%	+$1.27M	1.11%	38
2025 Q2	$595K	Sell	10,901 -14,757	-58%	-$736K	0.47%	56
2025 Q1	$1.32M	Buy	+25,658	New	+$1.43M	0.84%	45
2024 Q3	–	Sell	-44,596	Closed	-$1.94M	–	110
2024 Q2	$1.94M	Sell	44,596 -6,774	-13%	-$302K	1.44%	27
2024 Q1	$2.61M	Sell	51,370 -48,357	-48%	-$2.36M	1.81%	20
2023 Q4	$5.06M	Buy	99,727 +8,211	+9%	+$355K	2.65%	9
2023 Q3	$3.69M	Buy	91,516 +11,895	+15%	+$506K	1.62%	13
2023 Q2	$3.01M	Sell	79,621 -34,492	-30%	-$1.27M	1.38%	21
2023 Q1	$4.5M	Buy	114,113 +2,124	+2%	+$102K	1.68%	15
2022 Q4	$5.3M	Sell	111,989 -26,475	-19%	-$1.33M	1.66%	18
2022 Q3	$6.26M	Buy	138,464 +47,264	+52%	+$2.19M	1.23%	30
2022 Q2	$3.84M	Buy	+91,200	New	+$4.39M	0.65%	41

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B 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 $18.6B AUM 29.12% 1-Year Est. Return