LA
WBS

Lee Ainslie’s Webster Financial WBS Stock Holding History

Lee Ainslie’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
Q3 		– Sell
-15,889
Closed -$868K – 336
2025
Q2 		$868K Hold
15,889
– – 0.01% 172
2025
Q1 		$819K Buy
15,889
+8,708
+121% +$485K 0.01% 147
2024
Q4 		$397K Sell
7,181
-21,102
-75% -$1.16M 0.01% 148
2024
Q3 		$1.32M Buy
28,283
+1,223
+5% +$56.1K 0.03% 177
2024
Q2 		$1.18M Buy
27,060
+20,728
+327% +$923K 0.02% 198
2024
Q1 		$321K Buy
+6,332
New +$310K 0.01% 335
2021
Q2 		– Sell
-14,590
Closed -$804K – 864
2021
Q1 		$804K Buy
+14,590
New +$777K 0.01% 323
2020
Q3 		– Sell
-29,569
Closed -$846K – 713
2020
Q2 		$846K Buy
29,569
+3,759
+15% +$99.6K 0.02% 363
2020
Q1 		$591K Buy
+25,810
New +$1.05M 0.01% 369

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's WBS Position: Q3 2025 in Review

Lee Ainslie sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 15,889 shares — an estimated $868K sold.

Lee Ainslie first reported a position in WBS in Q1 2020 and held it in 9 quarters. The position peaked at $1.32M in Q3 2024. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Lee Ainslie reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Lee Ainslie sold 15,889 Webster Financial shares in Q3 2025, an estimated $868K.
  • Lee Ainslie first reported a position in Webster Financial in Q1 2020 and held it in 9 quarters.
  • Lee Ainslie's Webster Financial position peaked at $1.32M in Q3 2024.
  • 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.