Kovitz Investment Group Partners’s Webster Financial WBS Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-5,269	Closed	-$313K	–	1331
2025 Q3	$313K	Buy	5,269 +6	+0.1%	+$357	﹤0.01%	1184
2025 Q2	$288K	Sell	5,263 -6	-0.1%	-$299	﹤0.01%	1153
2025 Q1	$272K	Sell	5,269 -643	-11%	-$35.8K	﹤0.01%	1088
2024 Q4	$326K	Buy	5,912 +186	+3%	+$10.2K	﹤0.01%	1018
2024 Q3	$237K	Sell	5,726 -4,932	-46%	-$226K	﹤0.01%	916
2024 Q2	$465K	Sell	10,658 -246	-2%	-$11K	﹤0.01%	660
2024 Q1	$554K	Buy	+10,904	New	+$533K	0.01%	491

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's WBS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 5,269 shares — an estimated $313K sold.

Kovitz Investment Group Partners first reported a position in WBS in Q1 2024 and held it in 7 quarters. The position peaked at $554K in Q1 2024. 538 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,269 Webster Financial shares in Q4 2025, an estimated $313K.
Kovitz Investment Group Partners first reported a position in Webster Financial in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Webster Financial position peaked at $554K in Q1 2024.
538 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.