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PharVision Advisers’s Webster Financial WBS Stock Holding History

PharVision Advisers’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
-5,696
Closed -$359K – 647
2025
Q4 		$359K Buy
+5,696
New +$338K 0.18% 174
2025
Q2 		– Sell
-7,787
Closed -$401K – 445
2025
Q1 		$401K Buy
+7,787
New +$433K 0.56% 33

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

PharVision Advisers's WBS Position: Q1 2026 in Review

PharVision Advisers sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 5,696 shares — an estimated $359K sold.

PharVision Advisers first reported a position in WBS in Q1 2025 and held it in 2 quarters. The position peaked at $401K in Q1 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • PharVision Advisers reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 5,696 Webster Financial shares in Q1 2026, an estimated $359K.
  • PharVision Advisers first reported a position in Webster Financial in Q1 2025 and held it in 2 quarters.
  • PharVision Advisers's Webster Financial position peaked at $401K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.