OQS
WBS

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
Q2 		$4.64M Sell
60,771
-124,727
-67% -$9.07M 0.25% 120
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Occudo Quantitative Strategies's WBS Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Webster Financial (WBS) stake by 67% in Q2 2026, selling an estimated $9.07M and leaving 60,771 shares worth $4.64M. The position accounts for 0.25% of the portfolio, ranked #120.

Occudo Quantitative Strategies first reported a position in WBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.4M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Occudo Quantitative Strategies held 60,771 shares of Webster Financial worth $4.64M as of Q2 2026.
  • Occudo Quantitative Strategies sold 124,727 Webster Financial shares in Q2 2026, an estimated $9.07M.
  • Webster Financial made up 0.25% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #120 holding.
  • Occudo Quantitative Strategies first reported a position in Webster Financial in Q3 2025 and has held it in 3 quarters since.
  • Occudo Quantitative Strategies's Webster Financial position peaked at $13.4M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.