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
2023 Q1	–	Sell	-23,400	Closed	-$1.11M	–	349
2022 Q4	$1.11M	Buy	+23,400	New	+$1.17M	0.07%	183

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.