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Sherbrooke Park Advisers’s Webster Financial WBS Stock Holding History

Sherbrooke Park 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
2025
Q4 		– Sell
-3,805
Closed -$226K – 548
2025
Q3 		$226K Buy
+3,805
New +$227K 0.11% 347
2024
Q3 		– Sell
-16,488
Closed -$719K – 1299
2024
Q2 		$719K Buy
+16,488
New +$734K 0.13% 262

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sherbrooke Park Advisers's WBS Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 3,805 shares — an estimated $226K sold.

Sherbrooke Park Advisers first reported a position in WBS in Q2 2024 and held it in 2 quarters. The position peaked at $719K in Q2 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 3,805 Webster Financial shares in Q4 2025, an estimated $226K.
  • Sherbrooke Park Advisers first reported a position in Webster Financial in Q2 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Webster Financial position peaked at $719K in Q2 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.