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Ritholtz Wealth Management’s Webster Financial WBS Stock Holding History

Ritholtz Wealth Management’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 		$505K Buy
7,268
+1,499
+26% +$103K 0.01% 784
2025
Q4 		$363K Sell
5,769
-29
-0.5% -$1.72K 0.01% 820
2025
Q3 		$345K Buy
+5,798
New +$345K 0.01% 795

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

Ritholtz Wealth Management's WBS Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Webster Financial (WBS) stake by 26% in Q1 2026, buying an estimated $103K and bringing the position to 7,268 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #784.

Ritholtz Wealth Management first reported a position in WBS in Q3 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Ritholtz Wealth Management held 7,268 shares of Webster Financial worth $505K as of Q1 2026.
  • Ritholtz Wealth Management bought 1,499 Webster Financial shares in Q1 2026, an estimated $103K.
  • Webster Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #784 holding.
  • Ritholtz Wealth Management first reported a position in Webster Financial in Q3 2025 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.