JC
WBS

JB Capital’s Webster Financial WBS Stock Holding History

JB 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 		$385K Buy
5,040
+20
+0.4% +$1.46K 0.01% 202
2026
Q1 		$349K Buy
5,020
+19
+0.4% +$1.3K 0.01% 199
2025
Q4 		$315K Buy
5,001
+685
+16% +$40.7K 0.01% 210
2025
Q3 		$257K Buy
4,316
+19
+0.4% +$1.13K 0.01% 218
2025
Q2 		$235K Sell
4,297
-29
-0.7% -$1.45K 0.01% 220
2025
Q1 		$223K Buy
+4,326
New +$241K 0.01% 200
2024
Q3 		– Sell
-9,141
Closed -$398K – 232
2024
Q2 		$398K Buy
9,141
+30
+0.3% +$1.34K 0.03% 163
2024
Q1 		$463K Buy
9,111
+31
+0.3% +$1.52K 0.03% 147
2023
Q4 		$461K Buy
9,080
+36
+0.4% +$1.56K 0.03% 141
2023
Q3 		$365K Sell
9,044
-12,896
-59% -$548K 0.03% 138
2023
Q2 		$828K Buy
21,940
+1,825
+9% +$67.4K 0.07% 92
2023
Q1 		$793K Buy
20,115
+652
+3% +$31.3K 0.07% 83
2022
Q4 		$921K Buy
19,463
+10,593
+119% +$530K 0.09% 82
2022
Q3 		$401K Buy
8,870
+29
+0.3% +$1.34K 0.04% 117
2022
Q2 		$373K Buy
8,841
+31
+0.4% +$1.49K 0.04% 178
2022
Q1 		$495K Buy
8,810
+24
+0.3% +$1.43K 0.05% 165
2021
Q4 		$491K Buy
8,786
+23
+0.3% +$1.29K 0.05% 167
2021
Q3 		$477K Buy
+8,763
New +$436K 0.06% 173

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

JB Capital's WBS Position: Q2 2026 in Review

JB Capital increased its Webster Financial (WBS) stake by 0.4% in Q2 2026, buying an estimated $1.46K and bringing the position to 5,040 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #202.

JB Capital first reported a position in WBS in Q3 2021 and has held it in 18 quarters since. The position peaked at $921K in Q4 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • JB Capital held 5,040 shares of Webster Financial worth $385K as of Q2 2026.
  • JB Capital bought 20 Webster Financial shares in Q2 2026, an estimated $1.46K.
  • Webster Financial made up 0.01% of JB Capital's portfolio in Q2 2026, its #202 holding.
  • JB Capital first reported a position in Webster Financial in Q3 2021 and has held it in 18 quarters since.
  • JB Capital's Webster Financial position peaked at $921K in Q4 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.