LIP
WBS

Lighthouse Investment Partners’s Webster Financial WBS Stock Holding History

Lighthouse Investment 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
2026
Q2 		$8.15M Sell
106,676
-35,378
-25% -$2.57M 0.22% 125
2026
Q1 		$9.86M Buy
+142,054
New +$9.72M 0.34% 87
2025
Q4 		– Sell
-15,820
Closed -$940K – 1060
2025
Q3 		$940K Buy
15,820
+2,188
+16% +$130K 0.03% 451
2025
Q2 		$744K Sell
13,632
-3,899
-22% -$194K 0.03% 417
2025
Q1 		$904K Sell
17,531
-37,312
-68% -$2.08M 0.04% 348
2024
Q4 		$3.03M Buy
+54,843
New +$3.01M 0.1% 234
2024
Q2 		– Sell
-24,366
Closed -$1.24M – 552
2024
Q1 		$1.24M Sell
24,366
-29,611
-55% -$1.45M 0.06% 276
2023
Q4 		$2.74M Buy
+53,977
New +$2.33M 0.12% 166

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

Lighthouse Investment Partners's WBS Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its Webster Financial (WBS) stake by 25% in Q2 2026, selling an estimated $2.57M and leaving 106,676 shares worth $8.15M. The position accounts for 0.22% of the portfolio, ranked #125.

Lighthouse Investment Partners first reported a position in WBS in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.86M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Lighthouse Investment Partners held 106,676 shares of Webster Financial worth $8.15M as of Q2 2026.
  • Lighthouse Investment Partners sold 35,378 Webster Financial shares in Q2 2026, an estimated $2.57M.
  • Webster Financial made up 0.22% of Lighthouse Investment Partners's portfolio in Q2 2026, its #125 holding.
  • Lighthouse Investment Partners first reported a position in Webster Financial in Q4 2023 and has held it in 8 quarters since.
  • Lighthouse Investment Partners's Webster Financial position peaked at $9.86M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.