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Mackenzie Financial’s
Webster Financial
WBS
Stock Holding History
Mackenzie Financial’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
-11,699
Closed
-$742K
–
1768
2025
Q4
$742K
Sell
11,699
-34,504
-75%
-$2.05M
﹤0.01%
1129
2025
Q3
$2.75M
Sell
46,203
-34,376
-43%
-$2.05M
﹤0.01%
754
2025
Q2
$4.4M
Buy
80,579
+37,275
+86%
+$1.86M
0.01%
633
2025
Q1
$2.23M
Buy
+43,304
New
+$2.41M
﹤0.01%
750
2021
Q3
–
Sell
-52,900
Closed
-$2.82M
–
1488
2021
Q2
$2.82M
Buy
+52,900
New
+$2.93M
﹤0.01%
663
2019
Q1
–
Sell
-67,726
Closed
-$3.34M
–
1329
2018
Q4
$3.34M
Sell
67,726
-146,914
-68%
-$8.39M
0.01%
607
2018
Q3
$12.7M
Sell
214,640
-400
-0.2%
-$26K
0.03%
298
2018
Q2
$13.7M
Buy
215,040
+105,840
+97%
+$6.59M
0.04%
266
2018
Q1
$6.05M
Buy
+109,200
New
+$6.17M
0.02%
403
Other funds holding WBS
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Tudor Investment Corp
Stamford, Connecticut
$18.6B AUM
29.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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