JIC
WBS

Johnson Investment Counsel’s Webster Financial WBS Stock Holding History

Johnson Investment Counsel’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
-45,563
Closed -$2.87M – 897
2025
Q4 		$2.87M Hold
45,563
– – 0.02% 245
2025
Q3 		$2.71M Hold
45,563
– – 0.02% 253
2025
Q2 		$2.49M Buy
45,563
+493
+1% +$24.6K 0.02% 261
2025
Q1 		$2.32M Sell
45,070
-125
-0.3% -$6.96K 0.02% 257
2024
Q4 		$2.5M Hold
45,195
– – 0.02% 239
2024
Q3 		$2.11M Buy
45,195
+440
+1% +$20.2K 0.02% 279
2024
Q2 		$1.95M Sell
44,755
-310
-0.7% -$13.8K 0.02% 278
2024
Q1 		$2.29M Buy
+45,065
New +$2.2M 0.02% 250

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

Johnson Investment Counsel's WBS Position: Q1 2026 in Review

Johnson Investment Counsel sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 45,563 shares — an estimated $2.87M sold.

Johnson Investment Counsel first reported a position in WBS in Q1 2024 and held it in 8 quarters. The position peaked at $2.87M in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Johnson Investment Counsel reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 45,563 Webster Financial shares in Q1 2026, an estimated $2.87M.
  • Johnson Investment Counsel first reported a position in Webster Financial in Q1 2024 and held it in 8 quarters.
  • Johnson Investment Counsel's Webster Financial position peaked at $2.87M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.