LI
WBS

Leeward Investments’s Webster Financial WBS Stock Holding History

Leeward Investments’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 		$7.61M Sell
99,554
-90,788
-48% -$6.6M 0.35% 118
2026
Q1 		$13.2M Sell
190,342
-6,595
-3% -$451K 0.65% 65
2025
Q4 		$12.4M Sell
196,937
-9,842
-5% -$584K 0.63% 64
2025
Q3 		$12.3M Sell
206,779
-7,462
-3% -$445K 0.63% 65
2025
Q2 		$11.7M Buy
214,241
+75,356
+54% +$3.76M 0.62% 64
2025
Q1 		$7.16M Sell
138,885
-4,857
-3% -$270K 0.38% 123
2024
Q4 		$7.94M Sell
143,742
-4,928
-3% -$271K 0.4% 113
2024
Q3 		$6.93M Sell
148,670
-38,518
-21% -$1.77M 0.32% 129
2024
Q2 		$8.16M Sell
187,188
-8,477
-4% -$377K 0.37% 126
2024
Q1 		$9.93M Buy
195,665
+7,516
+4% +$368K 0.44% 116
2023
Q4 		$9.55M Sell
188,149
-5,078
-3% -$219K 0.45% 107
2023
Q3 		$7.79M Sell
193,227
-2,121
-1% -$90.2K 0.4% 120
2023
Q2 		$7.37M Sell
195,348
-13,821
-7% -$510K 0.35% 129
2023
Q1 		$8.25M Sell
209,169
-3,607
-2% -$173K 0.38% 126
2022
Q4 		$10.1M Sell
212,776
-3,360
-2% -$168K 0.45% 111
2022
Q3 		$9.77M Sell
216,136
-232
-0.1% -$10.7K 0.47% 102
2022
Q2 		$9.12M Sell
216,368
-4,549
-2% -$219K 0.42% 111
2022
Q1 		$12.4M Buy
+220,917
New +$13.1M 0.49% 94

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

Leeward Investments's WBS Position: Q2 2026 in Review

Leeward Investments reduced its Webster Financial (WBS) stake by 48% in Q2 2026, selling an estimated $6.6M and leaving 99,554 shares worth $7.61M. The position accounts for 0.35% of the portfolio, ranked #118.

Leeward Investments first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.2M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Leeward Investments held 99,554 shares of Webster Financial worth $7.61M as of Q2 2026.
  • Leeward Investments sold 90,788 Webster Financial shares in Q2 2026, an estimated $6.6M.
  • Webster Financial made up 0.35% of Leeward Investments's portfolio in Q2 2026, its #118 holding.
  • Leeward Investments first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Webster Financial position peaked at $13.2M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.