KI
WBS

Kapitalo Investimentos’s Webster Financial WBS Stock Holding History

Kapitalo Investimentos’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 		$2.15M Sell
28,073
-23,840
-46% -$1.73M 0.14% 50
2026
Q1 		$3.6M Buy
+51,913
New +$3.55M 0.68% 30
2023
Q2 		– Sell
-3,941
Closed -$155K – 715
2023
Q1 		$155K Buy
3,941
+3,051
+343% +$146K 0.05% 208
2022
Q4 		$42.1K Buy
+890
New +$44.6K 0.03% 144

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

Kapitalo Investimentos's WBS Position: Q2 2026 in Review

Kapitalo Investimentos reduced its Webster Financial (WBS) stake by 46% in Q2 2026, selling an estimated $1.73M and leaving 28,073 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #50.

Kapitalo Investimentos first reported a position in WBS in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.6M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Kapitalo Investimentos held 28,073 shares of Webster Financial worth $2.15M as of Q2 2026.
  • Kapitalo Investimentos sold 23,840 Webster Financial shares in Q2 2026, an estimated $1.73M.
  • Webster Financial made up 0.14% of Kapitalo Investimentos's portfolio in Q2 2026, its #50 holding.
  • Kapitalo Investimentos first reported a position in Webster Financial in Q4 2022 and has held it in 4 quarters since.
  • Kapitalo Investimentos's Webster Financial position peaked at $3.6M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Kapitalo Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.