&Partners’s Webster Financial WBS Stock Holding History

&Partners’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	–	Sell	-6,065	Closed	-$380K	–	2470
2025 Q4	$380K	Buy	6,065 +2,049	+51%	+$122K	﹤0.01%	1774
2025 Q3	$238K	Buy	4,016 +188	+5%	+$11.2K	﹤0.01%	1874
2025 Q2	$209K	Buy	+3,828	New	+$191K	﹤0.01%	1816

Other funds holding WBS

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 Austin, Texas $481B AUM 30.42% 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

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

&Partners's WBS Position: Q1 2026 in Review

&Partners sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 6,065 shares — an estimated $380K sold.

&Partners first reported a position in WBS in Q2 2025 and held it in 3 quarters. The position peaked at $380K in Q4 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

&Partners reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
&Partners sold 6,065 Webster Financial shares in Q1 2026, an estimated $380K.
&Partners first reported a position in Webster Financial in Q2 2025 and held it in 3 quarters.
&Partners's Webster Financial position peaked at $380K in Q4 2025.
538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.