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Hillsdale Investment Management’s Webster Financial WBS Stock Holding History

Hillsdale Investment 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
-61,600
Closed -$3.88M – 770
2025
Q4 		$3.88M Buy
61,600
+3,500
+6% +$208K 0.11% 258
2025
Q3 		$3.45M Buy
+58,100
New +$3.46M 0.1% 259

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 $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Hillsdale Investment Management's WBS Position: Q1 2026 in Review

Hillsdale Investment Management sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 61,600 shares — an estimated $3.88M sold.

Hillsdale Investment Management first reported a position in WBS in Q3 2025 and held it in 2 quarters. The position peaked at $3.88M in Q4 2025. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Hillsdale Investment Management reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 61,600 Webster Financial shares in Q1 2026, an estimated $3.88M.
  • Hillsdale Investment Management first reported a position in Webster Financial in Q3 2025 and held it in 2 quarters.
  • Hillsdale Investment Management's Webster Financial position peaked at $3.88M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.