Red Tortoise LLC’s Webster Financial WBS Stock Holding History

Red Tortoise LLC’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	$17.8K	Hold	257	–	–	0.01%	212
2025 Q4	$16.2K	Hold	257	–	–	0.01%	215
2025 Q3	$15.3K	Hold	257	–	–	0.01%	224
2025 Q2	$14K	Hold	257	–	–	0.01%	216
2025 Q1	$13.2K	Hold	257	–	–	0.01%	197
2024 Q4	$14.2K	Hold	257	–	–	0.01%	197
2024 Q3	$12K	Hold	257	–	–	0.01%	223
2024 Q2	$11.2K	Hold	257	–	–	0.01%	222
2024 Q1	$13K	Hold	257	–	–	0.01%	187
2023 Q4	$13K	Hold	257	–	–	0.01%	161
2023 Q3	$10.4K	Hold	257	–	–	0.01%	173
2023 Q2	$9.7K	Sell	257 -271	-51%	-$10K	0.01%	180
2023 Q1	$20.8K	Sell	528 -8	-1%	-$384	0.01%	135
2022 Q4	$25.4K	Buy	+536	New	+$26.8K	0.02%	159
2021 Q4	–	Sell	-761	Closed	-$34K	–	499
2021 Q3	$34K	Buy	+761	New	+$37.9K	0.03%	128

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

Red Tortoise LLC's WBS Position: Q1 2026 in Review

Red Tortoise LLC held its Webster Financial (WBS) position steady in Q1 2026 at 257 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #212.

Red Tortoise LLC first reported a position in WBS in Q3 2021 and has held it in 15 quarters since. The position peaked at $34K in Q3 2021. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

Red Tortoise LLC held 257 shares of Webster Financial worth $17.8K as of Q1 2026.
Red Tortoise LLC left its Webster Financial share count unchanged in Q1 2026.
Webster Financial made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #212 holding.
Red Tortoise LLC first reported a position in Webster Financial in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Webster Financial position peaked at $34K in Q3 2021.
538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.