MV Capital Management’s Webster Financial WBS Stock Holding History

MV Capital Management’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	$1.04K	Buy	15 +12	+400%	+$821	﹤0.01%	859
2025 Q4	$189	Hold	3	–	–	﹤0.01%	1039
2025 Q3	$179	Hold	3	–	–	﹤0.01%	949
2025 Q2	$164	Sell	3 -2	-40%	-$100	﹤0.01%	961
2025 Q1	$258	Buy	5 +2	+67%	+$111	﹤0.01%	896
2024 Q4	$166	Hold	3	–	–	﹤0.01%	916
2024 Q3	$140	Buy	3 +1	+50%	+$46	﹤0.01%	927
2024 Q2	$88	Buy	+2	New	+$89	﹤0.01%	908

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

MV Capital Management's WBS Position: Q1 2026 in Review

MV Capital Management increased its Webster Financial (WBS) stake by 400% in Q1 2026, buying an estimated $821 and bringing the position to 15 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

MV Capital Management first reported a position in WBS in Q2 2024 and has held it in 8 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

MV Capital Management held 15 shares of Webster Financial worth $1.04K as of Q1 2026.
MV Capital Management bought 12 Webster Financial shares in Q1 2026, an estimated $821.
Webster Financial made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #859 holding.
MV Capital Management first reported a position in Webster Financial in Q2 2024 and has held it in 8 quarters since.
538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.