Horizon Investments’s Webster Financial WBS Stock Holding History

Horizon Investments’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	$5.94K	Sell	86 -75,640	-100%	-$5.18M	﹤0.01%	1224
2025 Q4	$4.77M	Buy	75,726 +15,294	+25%	+$908K	0.06%	253
2025 Q3	$3.57M	Buy	60,432 +19,047	+46%	+$1.13M	0.05%	303
2025 Q2	$2.24M	Buy	+41,385	New	+$2.06M	0.04%	361
2024 Q1	–	Sell	-10	Closed	-$503	–	863
2023 Q4	$503	Buy	10 +4	+67%	+$173	﹤0.01%	735
2023 Q3	$239	Buy	+6	New	+$255	﹤0.01%	770
2023 Q2	–	Sell	-8	Closed	-$311	–	803
2023 Q1	$311	Buy	+8	New	+$384	﹤0.01%	721

Other funds holding WBS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Horizon Investments's WBS Position: Q1 2026 in Review

Horizon Investments reduced its Webster Financial (WBS) stake by 100% in Q1 2026, selling an estimated $5.18M and leaving 86 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Horizon Investments first reported a position in WBS in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.77M in Q4 2025. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

Horizon Investments held 86 shares of Webster Financial worth $5.94K as of Q1 2026.
Horizon Investments sold 75,640 Webster Financial shares in Q1 2026, an estimated $5.18M.
Webster Financial made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1224 holding.
Horizon Investments first reported a position in Webster Financial in Q1 2023 and has held it in 7 quarters since.
Horizon Investments's Webster Financial position peaked at $4.77M in Q4 2025.
539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.