Ray Dalio
WBS icon

Ray Dalio’s Webster Financial WBS Stock Holding History

Ray Dalio’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
-754,071
Closed -$47.5M – 1237
2025
Q4 		$47.5M Buy
754,071
+218,723
+41% +$13M 0.17% 92
2025
Q3 		$31.8M Buy
535,348
+336,219
+169% +$20M 0.12% 134
2025
Q2 		$10.9M Buy
+199,129
New +$9.93M 0.04% 243

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's WBS Position: Q1 2026 in Review

Ray Dalio sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 754,071 shares — an estimated $47.5M sold.

Ray Dalio first reported a position in WBS in Q2 2025 and held it in 3 quarters. The position peaked at $47.5M in Q4 2025. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Ray Dalio reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 754,071 Webster Financial shares in Q1 2026, an estimated $47.5M.
  • Ray Dalio first reported a position in Webster Financial in Q2 2025 and held it in 3 quarters.
  • Ray Dalio's Webster Financial position peaked at $47.5M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.