LAM
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LECAP Asset Management’s Webster Financial WBS Stock Holding History

LECAP Asset Management’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
-9,284
Closed -$584K – 393
2025
Q4 		$584K Sell
9,284
-1,371
-13% -$81.4K 0.23% 159
2025
Q3 		$633K Buy
10,655
+328
+3% +$19.5K 0.22% 175
2025
Q2 		$564K Sell
10,327
-10,751
-51% -$536K 0.2% 190
2025
Q1 		$1.09M Buy
21,078
+11,917
+130% +$663K 0.25% 166
2024
Q4 		$506K Buy
+9,161
New +$503K 0.14% 222
2024
Q3 		– Sell
-14,380
Closed -$627K – 428
2024
Q2 		$627K Buy
+14,380
New +$640K 0.14% 240
2024
Q1 		– Sell
-9,905
Closed -$503K – 392
2023
Q4 		$503K Buy
+9,905
New +$428K 0.18% 203

Other funds holding WBS

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $18.6B AUM 29.12% 1-Year Est. Return