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Roubaix Capital’s Webster Financial WBS Stock Holding History

Roubaix Capital’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
2025
Q1 		– Sell
-75,036
Closed -$4.14M – 72
2024
Q4 		$4.14M Buy
+75,036
New +$4.12M 1.99% 27
2024
Q1 		– Sell
-60,101
Closed -$3.05M – 60
2023
Q4 		$3.05M Buy
+60,101
New +$2.6M 2.14% 20
2022
Q1 		– Sell
-49,827
Closed -$2.78M – 57
2021
Q4 		$2.78M Buy
+49,827
New +$2.81M 1.7% 32
2019
Q3 		– Sell
-41,468
Closed -$1.98M – 47
2019
Q2 		$1.98M Buy
41,468
+17,260
+71% +$860K 1.65% 31
2019
Q1 		$1.23M Buy
+24,208
New +$1.31M 1.22% 35

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Roubaix Capital's WBS Position: Q1 2025 in Review

Roubaix Capital sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 75,036 shares — an estimated $4.14M sold.

Roubaix Capital first reported a position in WBS in Q1 2019 and held it in 5 quarters. The position peaked at $4.14M in Q4 2024. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Roubaix Capital reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Roubaix Capital sold 75,036 Webster Financial shares in Q1 2025, an estimated $4.14M.
  • Roubaix Capital first reported a position in Webster Financial in Q1 2019 and held it in 5 quarters.
  • Roubaix Capital's Webster Financial position peaked at $4.14M in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Roubaix Capital's 13F filing for Q1 2025, filed 13 May 2025.