IP
WBS

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 – 404
2025
Q4 		$14.8M Sell
235,057
-39,401
-14% -$2.34M 0.26% 102
2025
Q3 		$16.3M Buy
274,458
+56,029
+26% +$3.34M 0.27% 91
2025
Q2 		$11.9M Buy
218,429
+20,945
+11% +$1.04M 0.2% 120
2025
Q1 		$10.2M Sell
197,484
-198,952
-50% -$11.1M 0.21% 98
2024
Q4 		$21.9M Sell
396,436
-28,141
-7% -$1.55M 0.43% 55
2024
Q3 		$19.8M Buy
424,577
+163,647
+63% +$7.51M 0.44% 58
2024
Q2 		$11.4M Buy
260,930
+27,486
+12% +$1.22M 0.25% 92
2024
Q1 		$11.9M Sell
233,444
-114,987
-33% -$5.62M 0.33% 86
2023
Q4 		$17.7M Sell
348,431
-72,724
-17% -$3.14M 0.5% 57
2023
Q3 		$17M Buy
421,155
+216,541
+106% +$9.21M 0.51% 51
2023
Q2 		$7.72M Buy
204,614
+1,142
+0.6% +$42.2K 0.28% 86
2023
Q1 		$8.02M Buy
203,472
+39,253
+24% +$1.88M 0.32% 87
2022
Q4 		$7.77M Sell
164,219
-131,628
-44% -$6.59M 0.46% 68
2022
Q3 		$13.4M Sell
295,847
-16,462
-5% -$762K 0.59% 50
2022
Q2 		$13.2M Buy
312,309
+49,836
+19% +$2.4M 0.68% 42
2022
Q1 		$14.7M Buy
+262,473
New +$15.6M 0.72% 40

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Interval Partners's WBS Position: Q1 2026 in Review

Interval Partners sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 235,057 shares — an estimated $14.8M sold.

Interval Partners first reported a position in WBS in Q1 2022 and held it in 16 quarters. The position peaked at $21.9M in Q4 2024. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Interval Partners reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Interval Partners sold 235,057 Webster Financial shares in Q1 2026, an estimated $14.8M.
  • Interval Partners first reported a position in Webster Financial in Q1 2022 and held it in 16 quarters.
  • Interval Partners's Webster Financial position peaked at $21.9M in Q4 2024.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.