Mutual Advisors’s Webster Financial WBS Stock Holding History

Mutual Advisors’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	-3,912	Closed	-$246K	–	1394
2025 Q4	$246K	Hold	3,912	–	–	0.01%	1176
2025 Q3	$218K	Buy	+3,912	New	+$233K	﹤0.01%	1191

Other funds holding WBS

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B 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 $53.9B AUM 29.12% 1-Year Est. Return

Mutual Advisors's WBS Position: Q1 2026 in Review

Mutual Advisors sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 3,912 shares — an estimated $246K sold.

Mutual Advisors first reported a position in WBS in Q3 2025 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

Mutual Advisors reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 3,912 Webster Financial shares in Q1 2026, an estimated $246K.
Mutual Advisors first reported a position in Webster Financial in Q3 2025 and held it in 2 quarters.
Mutual Advisors's Webster Financial position peaked at $246K in Q4 2025.
538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.