JSAM
WBS

J. Safra Asset Management’s Webster Financial WBS Stock Holding History

J. Safra Asset Management’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
-75
Closed -$4.72K – 674
2025
Q4 		$4.72K Buy
75
+3
+4% +$178 ﹤0.01% 436
2025
Q3 		$4.28K Sell
72
-356
-83% -$21.2K ﹤0.01% 318
2025
Q2 		$23.4K Sell
428
-148
-26% -$7.38K ﹤0.01% 242
2025
Q1 		$29.7K Buy
576
+179
+45% +$9.96K ﹤0.01% 213
2024
Q4 		$21.8K Buy
397
+112
+39% +$6.15K ﹤0.01% 240
2024
Q3 		$13.2K Buy
285
+258
+956% +$11.8K ﹤0.01% 222
2024
Q2 		$1.18K Buy
+27
New +$1.2K ﹤0.01% 235

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

J. Safra Asset Management's WBS Position: Q1 2026 in Review

J. Safra Asset Management sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 75 shares — an estimated $4.72K sold.

J. Safra Asset Management first reported a position in WBS in Q2 2024 and held it in 7 quarters. The position peaked at $29.7K in Q1 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • J. Safra Asset Management reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 75 Webster Financial shares in Q1 2026, an estimated $4.72K.
  • J. Safra Asset Management first reported a position in Webster Financial in Q2 2024 and held it in 7 quarters.
  • J. Safra Asset Management's Webster Financial position peaked at $29.7K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.