NorthCrest Asset Manangement’s Webster Financial WBS Stock Holding History

NorthCrest Asset Manangement’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 Q2	$1.83M	Sell	24,027 -3,041	-11%	-$221K	0.05%	253
2026 Q1	$1.89M	Sell	27,068 -23,483	-46%	-$1.61M	0.06%	230
2025 Q4	$3.29M	Sell	50,551 -200	-0.4%	-$11.9K	0.07%	183
2025 Q3	$3.05M	Buy	50,751 +621	+1%	+$37K	0.07%	186
2025 Q2	$2.94M	Buy	50,130 +2,746	+6%	+$137K	0.08%	179
2025 Q1	$2.44M	Buy	47,384 +1,325	+3%	+$73.7K	0.07%	192
2024 Q4	$2.54M	Buy	46,059 +171	+0.4%	+$9.39K	0.08%	180
2024 Q3	$2.14M	Sell	45,888 -5,395	-11%	-$248K	0.06%	203
2024 Q2	$2.24M	Hold	51,283	–	–	0.07%	190
2024 Q1	$2.6M	Hold	51,283	–	–	0.09%	179
2023 Q4	$2.6M	Hold	51,283	–	–	0.1%	173
2023 Q3	$2.07M	Hold	51,283	–	–	0.08%	184
2023 Q2	$1.94M	Hold	51,283	–	–	0.08%	187
2023 Q1	$2.02M	Buy	+51,283	New	+$2.46M	0.08%	175
2022 Q2	–	Sell	-3,919	Closed	-$220K	–	444
2022 Q1	$220K	Buy	+3,919	New	+$233K	0.01%	387

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NorthCrest Asset Manangement's WBS Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its Webster Financial (WBS) stake by 11% in Q2 2026, selling an estimated $221K and leaving 24,027 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #253.

NorthCrest Asset Manangement first reported a position in WBS in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.29M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

NorthCrest Asset Manangement held 24,027 shares of Webster Financial worth $1.83M as of Q2 2026.
NorthCrest Asset Manangement sold 3,041 Webster Financial shares in Q2 2026, an estimated $221K.
Webster Financial made up 0.05% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #253 holding.
NorthCrest Asset Manangement first reported a position in Webster Financial in Q1 2022 and has held it in 15 quarters since.
NorthCrest Asset Manangement's Webster Financial position peaked at $3.29M in Q4 2025.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.