IP
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Interval Partners’s Webster Financial WBS Stock Holding History

Interval Partners’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
-235,057
Closed -$14.8M – 439
2025
Q4 		$14.8M Sell
235,057
-39,401
-14% -$2.34M 0.35% 102
2025
Q3 		$16.3M Buy
274,458
+56,029
+26% +$3.34M 0.35% 91
2025
Q2 		$11.9M Buy
218,429
+20,945
+11% +$1.04M 0.27% 120
2025
Q1 		$10.2M Sell
197,484
-198,952
-50% -$11.1M 0.36% 98
2024
Q4 		$21.9M Sell
396,436
-28,141
-7% -$1.55M 0.56% 55
2024
Q3 		$19.8M Buy
424,577
+163,647
+63% +$7.51M 0.57% 58
2024
Q2 		$11.4M Buy
260,930
+27,486
+12% +$1.22M 0.33% 92
2024
Q1 		$11.9M Sell
233,444
-114,987
-33% -$5.62M 0.45% 86
2023
Q4 		$17.7M Sell
348,431
-72,724
-17% -$3.14M 0.77% 57
2023
Q3 		$17M Buy
421,155
+216,541
+106% +$9.21M 0.7% 51
2023
Q2 		$7.72M Buy
204,614
+1,142
+0.6% +$42.2K 0.39% 86
2023
Q1 		$8.02M Buy
203,472
+39,253
+24% +$1.88M 0.45% 87
2022
Q4 		$7.77M Sell
164,219
-131,628
-44% -$6.59M 0.62% 68
2022
Q3 		$13.4M Sell
295,847
-16,462
-5% -$762K 0.79% 50
2022
Q2 		$13.2M Buy
312,309
+49,836
+19% +$2.4M 0.93% 42
2022
Q1 		$14.7M Buy
+262,473
New +$15.6M 1.11% 40

Other funds holding WBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $18.6B AUM 29.12% 1-Year Est. Return