Holocene Advisors
WBS

Holocene Advisors’s Webster Financial WBS Stock Holding History

Holocene 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
Q2 		$566K Buy
+7,405
New +$539K ﹤0.01% 727
2026
Q1 		– Sell
-831,498
Closed -$52.3M – 989
2025
Q4 		$52.3M Buy
831,498
+86,988
+12% +$5.16M 0.11% 202
2025
Q3 		$44.3M Buy
+744,510
New +$44.4M 0.1% 197
2025
Q2 		– Sell
-744,816
Closed -$38.4M – 893
2025
Q1 		$38.4M Buy
744,816
+422,531
+131% +$23.5M 0.11% 187
2024
Q4 		$17.8M Buy
322,285
+149,392
+86% +$8.21M 0.06% 261
2024
Q3 		$8.06M Buy
+172,893
New +$7.93M 0.03% 270
2024
Q2 		– Sell
-550,207
Closed -$27.9M – 868
2024
Q1 		$27.9M Sell
550,207
-244,881
-31% -$12M 0.1% 195
2023
Q4 		$40.4M Sell
795,088
-7,400
-0.9% -$320K 0.16% 163
2023
Q3 		$32.3M Sell
802,488
-150,926
-16% -$6.42M 0.14% 177
2023
Q2 		$36M Sell
953,414
-341,892
-26% -$12.6M 0.15% 162
2023
Q1 		$51.1M Buy
1,295,306
+304,171
+31% +$14.6M 0.25% 131
2022
Q4 		$46.9M Sell
991,135
-103,225
-9% -$5.17M 0.29% 110
2022
Q3 		$49.5M Sell
1,094,360
-129,175
-11% -$5.98M 0.32% 101
2022
Q2 		$51.6M Buy
1,223,535
+62,987
+5% +$3.03M 0.31% 107
2022
Q1 		$65.1M Buy
1,160,548
+89,292
+8% +$5.3M 0.34% 98
2021
Q4 		$59.8M Buy
1,071,256
+271,194
+34% +$15.3M 0.31% 106
2021
Q3 		$43.6M Buy
800,062
+158,498
+25% +$7.89M 0.24% 128
2021
Q2 		$34.2M Buy
641,564
+228,170
+55% +$12.6M 0.19% 152
2021
Q1 		$22.8M Buy
+413,394
New +$22M 0.14% 164
2020
Q2 		– Sell
-74,277
Closed -$1.7M – 797
2020
Q1 		$1.7M Buy
74,277
+58,239
+363% +$2.37M 0.02% 309
2019
Q4 		$856K Sell
16,038
-13,071
-45% -$629K 0.01% 596
2019
Q3 		$1.36M Buy
29,109
+19,342
+198% +$914K 0.01% 410
2019
Q2 		$467K Buy
9,767
+2,562
+36% +$128K 0.01% 480
2019
Q1 		$365K Buy
+7,205
New +$391K 0.01% 506

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holocene Advisors's WBS Position: Q2 2026 in Review

Holocene Advisors opened a new position in Webster Financial (WBS) in Q2 2026: 7,405 shares worth $566K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in WBS as recently as Q4 2025.

Holocene Advisors first reported a position in WBS in Q1 2019 and has held it in 24 quarters since. The position peaked at $65.1M in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Holocene Advisors held 7,405 shares of Webster Financial worth $566K as of Q2 2026.
  • Webster Financial was a new Holocene Advisors position in Q2 2026.
  • Webster Financial made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #727 holding.
  • Holocene Advisors first reported a position in Webster Financial in Q1 2019 and has held it in 24 quarters since.
  • Holocene Advisors's Webster Financial position peaked at $65.1M in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.