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Occudo Quantitative Strategies’s Webster Financial WBS Stock Holding History

Occudo Quantitative Strategies’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 		$13.4M Buy
+185,498
New +$12.7M 0.73% 19
2025
Q4 		– Sell
-3,645
Closed -$217K – 922
2025
Q3 		$217K Buy
+3,645
New +$217K 0.03% 568

Other funds holding WBS

BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $53.9B AUM 29.12% 1-Year Est. Return

Occudo Quantitative Strategies's WBS Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in Webster Financial (WBS) in Q1 2026: 185,498 shares worth $13.4M. The stake represents 0.73% of the portfolio and ranks #19 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in WBS as recently as Q3 2025.

Occudo Quantitative Strategies first reported a position in WBS in Q3 2025 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Occudo Quantitative Strategies held 185,498 shares of Webster Financial worth $13.4M as of Q1 2026.
  • Webster Financial was a new Occudo Quantitative Strategies position in Q1 2026.
  • Webster Financial made up 0.73% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #19 holding.
  • Occudo Quantitative Strategies first reported a position in Webster Financial in Q3 2025 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.