Luther King Capital Management (LKCM)
WBS

Luther King Capital Management (LKCM)’s Webster Financial WBS Stock Holding History

Luther King Capital Management (LKCM)’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 		$2.97M Sell
38,858
-35,067
-47% -$2.55M 0.01% 321
2026
Q1 		$5.13M Sell
73,925
-33,850
-31% -$2.32M 0.02% 251
2025
Q4 		$6.78M Buy
107,775
+8,876
+9% +$527K 0.03% 212
2025
Q3 		$5.88M Hold
98,899
– – 0.02% 224
2025
Q2 		$5.4M Sell
98,899
-1,935
-2% -$96.5K 0.02% 238
2025
Q1 		$5.2M Buy
100,834
+92
+0.1% +$5.12K 0.02% 224
2024
Q4 		$5.56M Buy
100,742
+240
+0.2% +$13.2K 0.02% 223
2024
Q3 		$4.68M Buy
100,502
+1,292
+1% +$59.3K 0.02% 235
2024
Q2 		$4.32M Buy
99,210
+12,543
+14% +$559K 0.02% 233
2024
Q1 		$4.4M Buy
86,667
+1,062
+1% +$51.9K 0.02% 234
2023
Q4 		$4.35M Buy
+85,605
New +$3.7M 0.02% 227
2022
Q3 		– Sell
-5,469
Closed -$231K – 608
2022
Q2 		$231K Buy
+5,469
New +$263K ﹤0.01% 572

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

Luther King Capital Management (LKCM)'s WBS Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Webster Financial (WBS) stake by 47% in Q2 2026, selling an estimated $2.55M and leaving 38,858 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #321.

Luther King Capital Management (LKCM) first reported a position in WBS in Q2 2022 and has held it in 12 quarters since. The position peaked at $6.78M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Luther King Capital Management (LKCM) held 38,858 shares of Webster Financial worth $2.97M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 35,067 Webster Financial shares in Q2 2026, an estimated $2.55M.
  • Webster Financial made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #321 holding.
  • Luther King Capital Management (LKCM) first reported a position in Webster Financial in Q2 2022 and has held it in 12 quarters since.
  • Luther King Capital Management (LKCM)'s Webster Financial position peaked at $6.78M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.