Simplex Trading
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Simplex Trading’s Webster Financial WBS Stock Holding History

Simplex Trading’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 		$12.8K Buy
184
+80
+77% +$5.48K ﹤0.01% 7138
2025
Q4 		$6.54K Buy
+104
New +$6.17K ﹤0.01% 7276
2025
Q1 		– Sell
-9,287
Closed -$517K – 9814
2024
Q4 		$512K Buy
9,287
+2,537
+38% +$139K ﹤0.01% 3507
2024
Q3 		$314K Buy
+6,750
New +$310K ﹤0.01% 4078
2024
Q2 		– Sell
-4,988
Closed -$222K – 9943
2024
Q1 		$253K Sell
4,988
-20,690
-81% -$1.01M ﹤0.01% 4599
2023
Q4 		$1.3M Buy
25,678
+17,848
+228% +$771K ﹤0.01% 2766
2023
Q3 		$315K Buy
+7,830
New +$333K ﹤0.01% 3889
2021
Q4 		– Sell
-1,744
Closed -$98.2K – 11564
2021
Q3 		$94K Hold
1,744
– – ﹤0.01% 6709
2021
Q2 		$93K Buy
+1,744
New +$96.7K ﹤0.01% 6842
2020
Q2 		– Sell
-13,763
Closed -$365K – 8463
2020
Q1 		$315K Buy
+13,763
New +$560K ﹤0.01% 3095
2019
Q2 		– Sell
-1,001
Closed -$49.9K – 7871
2019
Q1 		$50K Buy
+1,001
New +$54.3K ﹤0.01% 5008
2017
Q3 		– Sell
-459
Closed -$22.9K – 6732
2017
Q2 		$23K Buy
+459
New +$23.2K ﹤0.01% 3177
2016
Q4 		– Sell
-1,458
Closed -$67K – 6606
2016
Q3 		$55K Sell
1,458
-481
-25% -$17.7K ﹤0.01% 2021
2016
Q2 		$65K Buy
+1,939
New +$70.6K ﹤0.01% 1825
2015
Q4 		– Sell
-453
Closed -$17.2K – 6217
2015
Q3 		$16K Sell
453
-239
-35% -$8.9K ﹤0.01% 3026
2015
Q2 		$27K Buy
692
+217
+46% +$8.19K ﹤0.01% 2205
2015
Q1 		$17K Buy
475
+453
+2,059% +$15.2K ﹤0.01% 2477
2014
Q4 		$1K Buy
+22
New +$680 ﹤0.01% 4312

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

Simplex Trading's WBS Position: Q1 2026 in Review

Simplex Trading increased its Webster Financial (WBS) stake by 77% in Q1 2026, buying an estimated $5.48K and bringing the position to 184 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7138.

Simplex Trading first reported a position in WBS in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.3M in Q4 2023. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Simplex Trading held 184 shares of Webster Financial worth $12.8K as of Q1 2026.
  • Simplex Trading bought 80 Webster Financial shares in Q1 2026, an estimated $5.48K.
  • Webster Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7138 holding.
  • Simplex Trading first reported a position in Webster Financial in Q4 2014 and has held it in 18 quarters since.
  • Simplex Trading's Webster Financial position peaked at $1.3M in Q4 2023.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.