Natixis’s Webster Financial WBS Stock Holding History

Natixis’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	$41.5M	Buy	597,826 +557,407	+1,379%	+$38.2M	0.17%	97
2025 Q4	$2.54M	Buy	+40,419	New	+$2.4M	0.01%	574
2025 Q2	–	Sell	-10,226	Closed	-$524K	–	1184
2025 Q1	$524K	Buy	+10,226	New	+$569K	﹤0.01%	654
2023 Q4	–	Sell	-2,183	Closed	-$88K	–	1187
2023 Q3	$88K	Buy	2,183 +1,719	+370%	+$73.1K	﹤0.01%	795
2023 Q2	$17.5K	Buy	+464	New	+$17.1K	﹤0.01%	907
2022 Q2	–	Sell	-30,065	Closed	-$1.69M	–	1388
2022 Q1	$1.69M	Sell	30,065 -71,293	-70%	-$4.23M	0.01%	788
2021 Q4	$5.66M	Buy	+101,358	New	+$5.71M	0.02%	523
2020 Q3	–	Sell	-64,400	Closed	-$1.84M	–	884
2020 Q2	$1.84M	Sell	64,400 -45,600	-41%	-$1.21M	0.01%	434
2020 Q1	$2.52M	Sell	110,000 -123,918	-53%	-$5.04M	0.02%	360
2019 Q4	$12.4M	Sell	233,918 -146,602	-39%	-$7.05M	0.08%	251
2019 Q3	$17.8M	Buy	380,520 +323,818	+571%	+$15.3M	0.11%	171
2019 Q2	$2.71M	Buy	+56,702	New	+$2.82M	0.02%	408

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return