New York Life Investment Management’s Webster Financial WBS Stock Holding History

New York Life Investment 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	$4.62M	Buy	66,490 +59,001	+788%	+$4.04M	0.04%	338
2025 Q4	$471K	Sell	7,489 -9,803	-57%	-$582K	﹤0.01%	734
2025 Q3	$1.03M	Sell	17,292 -558	-3%	-$33.2K	0.01%	649
2025 Q2	$975K	Sell	17,850 -412	-2%	-$20.5K	0.01%	650
2025 Q1	$941K	Buy	+18,262	New	+$1.02M	0.01%	654
2023 Q4	–	Sell	-18,190	Closed	-$733K	–	1343
2023 Q3	$733K	Buy	18,190 +9,535	+110%	+$406K	0.01%	691
2023 Q2	$327K	Buy	+8,655	New	+$320K	﹤0.01%	1214

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

New York Life Investment Management's WBS Position: Q1 2026 in Review

New York Life Investment Management increased its Webster Financial (WBS) stake by 788% in Q1 2026, buying an estimated $4.04M and bringing the position to 66,490 shares worth $4.62M. The position accounts for 0.04% of the portfolio, ranked #338.

New York Life Investment Management first reported a position in WBS in Q2 2023 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

New York Life Investment Management held 66,490 shares of Webster Financial worth $4.62M as of Q1 2026.
New York Life Investment Management bought 59,001 Webster Financial shares in Q1 2026, an estimated $4.04M.
Webster Financial made up 0.04% of New York Life Investment Management's portfolio in Q1 2026, its #338 holding.
New York Life Investment Management first reported a position in Webster Financial in Q2 2023 and has held it in 7 quarters since.
539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.