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	–	1767
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	0.03%	266
2018 Q1	$6.05M	Buy	+109,200	New	+$6.17M	0.02%	403

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Mackenzie Financial's WBS Position: Q1 2026 in Review

Mackenzie Financial sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 11,699 shares — an estimated $742K sold.

Mackenzie Financial first reported a position in WBS in Q1 2018 and held it in 9 quarters. The position peaked at $13.7M in Q2 2018. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

Mackenzie Financial reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 11,699 Webster Financial shares in Q1 2026, an estimated $742K.
Mackenzie Financial first reported a position in Webster Financial in Q1 2018 and held it in 9 quarters.
Mackenzie Financial's Webster Financial position peaked at $13.7M in Q2 2018.
540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.