FFM
WBS

Forum Financial Management’s Webster Financial WBS Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-6,883
Closed -$433K – 986
2025
Q4 		$433K Buy
6,883
+2
+0% +$119 0.01% 552
2025
Q3 		$409K Buy
6,881
+1,013
+17% +$60.4K 0.01% 560
2025
Q2 		$320K Buy
5,868
+3
+0.1% +$150 ﹤0.01% 638
2025
Q1 		$302K Buy
5,865
+3
+0.1% +$167 0.01% 589
2024
Q4 		$324K Buy
5,862
+1,388
+31% +$76.2K 0.01% 570
2024
Q3 		$209K Buy
+4,474
New +$205K ﹤0.01% 705
2024
Q2 		– Sell
-4,467
Closed -$227K – 774
2024
Q1 		$227K Hold
4,467
– – ﹤0.01% 645
2023
Q4 		$227K Buy
+4,467
New +$193K ﹤0.01% 585
2023
Q1 		– Sell
-5,334
Closed -$253K – 642
2022
Q4 		$253K Hold
5,334
– – 0.01% 445
2022
Q3 		$241K Hold
5,334
– – 0.01% 427
2022
Q2 		$225K Sell
5,334
-272
-5% -$13.1K 0.01% 467
2022
Q1 		$314K Buy
+5,606
New +$333K 0.02% 371

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

Forum Financial Management's WBS Position: Q1 2026 in Review

Forum Financial Management sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 6,883 shares — an estimated $433K sold.

Forum Financial Management first reported a position in WBS in Q1 2022 and held it in 12 quarters. The position peaked at $433K in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Forum Financial Management reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,883 Webster Financial shares in Q1 2026, an estimated $433K.
  • Forum Financial Management first reported a position in Webster Financial in Q1 2022 and held it in 12 quarters.
  • Forum Financial Management's Webster Financial position peaked at $433K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.