IC
WBS

IEQ Capital’s Webster Financial WBS Stock Holding History

IEQ 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
Q2 		$1.3M Sell
17,069
-99,173
-85% -$7.21M 0.01% 992
2026
Q1 		$8.07M Buy
116,242
+59,958
+107% +$4.1M 0.04% 398
2025
Q4 		$3.54M Sell
56,284
-13,521
-19% -$803K 0.01% 619
2025
Q3 		$4.15M Sell
69,805
-19,395
-22% -$1.16M 0.01% 531
2025
Q2 		$4.87M Buy
89,200
+62,889
+239% +$3.14M 0.03% 428
2025
Q1 		$1.36M Buy
26,311
+6,513
+33% +$362K 0.01% 678
2024
Q4 		$1.09M Buy
+19,798
New +$1.09M 0.01% 641

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

IEQ Capital's WBS Position: Q2 2026 in Review

IEQ Capital reduced its Webster Financial (WBS) stake by 85% in Q2 2026, selling an estimated $7.21M and leaving 17,069 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #992.

IEQ Capital first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.07M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • IEQ Capital held 17,069 shares of Webster Financial worth $1.3M as of Q2 2026.
  • IEQ Capital sold 99,173 Webster Financial shares in Q2 2026, an estimated $7.21M.
  • Webster Financial made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #992 holding.
  • IEQ Capital first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
  • IEQ Capital's Webster Financial position peaked at $8.07M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.