FC
WBS

FORA Capital’s Webster Financial WBS Stock Holding History

FORA 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
-8,751
Closed -$551K – 612
2025
Q4 		$551K Buy
+8,751
New +$520K 0.07% 283
2021
Q4 		– Sell
-6,833
Closed -$372K – 481
2021
Q3 		$372K Buy
+6,833
New +$340K 0.09% 241
2021
Q2 		– Sell
-1,623
Closed -$89K – 1175
2021
Q1 		$89K Buy
+1,623
New +$86.4K 0.03% 433
2020
Q2 		– Sell
-18,099
Closed -$414K – 1349
2020
Q1 		$414K Buy
+18,099
New +$736K 0.09% 286

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $71.9B AUM 42.37% 1-Year Est. Return

FORA Capital's WBS Position: Q1 2026 in Review

FORA Capital sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 8,751 shares — an estimated $551K sold.

FORA Capital first reported a position in WBS in Q1 2020 and held it in 4 quarters. The position peaked at $551K in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • FORA Capital reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 8,751 Webster Financial shares in Q1 2026, an estimated $551K.
  • FORA Capital first reported a position in Webster Financial in Q1 2020 and held it in 4 quarters.
  • FORA Capital's Webster Financial position peaked at $551K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.