Ossiam’s Webster Financial WBS Stock Holding History

Ossiam’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
2025 Q4	–	Sell	-27,500	Closed	-$1.63M	–	707
2025 Q3	$1.63M	Buy	+27,500	New	+$1.64M	0.02%	373

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Ossiam's WBS Position: Q4 2025 in Review

Ossiam sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 27,500 shares — an estimated $1.63M sold.

Ossiam first reported a position in WBS in Q3 2025 and held it in 1 quarter. The position peaked at $1.63M in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

Ossiam reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
Ossiam sold 27,500 Webster Financial shares in Q4 2025, an estimated $1.63M.
Ossiam first reported a position in Webster Financial in Q3 2025 and held it in 1 quarter.
Ossiam's Webster Financial position peaked at $1.63M in Q3 2025.
536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.