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Jefferies Financial Group’s Webster Financial WBS Stock Holding History

Jefferies Financial Group’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
-20,000
Closed -$1.26M – 2246
2025
Q4 		$1.26M Buy
20,000
+9,000
+82% +$534K 0.01% 984
2025
Q3 		$654K Sell
11,000
-19,000
-63% -$1.13M ﹤0.01% 1003
2025
Q2 		$1.64M Sell
30,000
-11,900
-28% -$593K 0.01% 579
2025
Q1 		$2.16M Buy
+41,900
New +$2.33M 0.02% 560

Other funds holding WBS

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $53.9B AUM 29.12% 1-Year Est. Return

Jefferies Financial Group's WBS Position: Q4 2025 in Review

Jefferies Financial Group sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 6,500 shares — an estimated $386K sold.

Jefferies Financial Group first reported a position in WBS in Q1 2025 and held it in 3 quarters. The position peaked at $633K in Q1 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Jefferies Financial Group reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 6,500 Webster Financial shares in Q4 2025, an estimated $386K.
  • Jefferies Financial Group first reported a position in Webster Financial in Q1 2025 and held it in 3 quarters.
  • Jefferies Financial Group's Webster Financial position peaked at $633K in Q1 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.