Petiole USA’s Webster Financial WBS Stock Holding History

Petiole USA’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	–	Sell	-101,875	Closed	-$7.07M	–	32
2026 Q1	$7.07M	Hold	101,875	–	–	4.95%	5
2025 Q4	$6.41M	Hold	101,875	–	–	4.16%	9
2025 Q3	$6.06M	Hold	101,875	–	–	4.18%	8
2025 Q2	$5.56M	Hold	101,875	–	–	3.93%	9
2025 Q1	$5.25M	Hold	101,875	–	–	3.71%	9
2024 Q4	$5.63M	Buy	101,875 +33,000	+48%	+$1.81M	3.54%	11
2024 Q3	$3.21M	Hold	68,875	–	–	2.1%	24
2024 Q2	$3M	Hold	68,875	–	–	2.52%	18
2024 Q1	$3.5M	Hold	68,875	–	–	2.74%	17
2023 Q4	$3.5M	Hold	68,875	–	–	2.58%	18
2023 Q3	$2.78M	Hold	68,875	–	–	2.54%	15
2023 Q2	$2.6M	Hold	68,875	–	–	2.55%	19
2023 Q1	$2.72M	Sell	68,875 -12,150	-15%	-$583K	2.27%	20
2022 Q4	$3.84M	Hold	81,025	–	–	2.81%	18
2022 Q3	$3.66M	Hold	81,025	–	–	2.72%	18
2022 Q2	$3.42M	Hold	81,025	–	–	2.98%	14
2022 Q1	$4.55M	Buy	+81,025	New	+$4.81M	3.52%	10

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

Petiole USA's WBS Position: Q2 2026 in Review

Petiole USA sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 101,875 shares — an estimated $7.07M sold.

Petiole USA first reported a position in WBS in Q1 2022 and held it in 17 quarters. The position peaked at $7.07M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Petiole USA reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
Petiole USA sold 101,875 Webster Financial shares in Q2 2026, an estimated $7.07M.
Petiole USA first reported a position in Webster Financial in Q1 2022 and held it in 17 quarters.
Petiole USA's Webster Financial position peaked at $7.07M in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Petiole USA's 13F filing for Q2 2026, filed 13 Aug 2026.