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 		$34.7K Sell
500
-200
-29% -$13.7K ﹤0.01% 6242
2025
Q4 		$44.1K Buy
+700
New +$41.6K ﹤0.01% 5770
2025
Q3 		– Sell
-35,400
Closed -$1.93M – 10193
2025
Q2 		$1.93M Sell
35,400
-20,700
-37% -$1.03M ﹤0.01% 2148
2025
Q1 		$2.89M Buy
56,100
+54,700
+3,907% +$3.04M ﹤0.01% 1695
2024
Q4 		$77K Sell
1,400
-200
-13% -$11K ﹤0.01% 5436
2024
Q3 		$74K Sell
1,600
-44,100
-96% -$2.02M ﹤0.01% 5521
2024
Q2 		$1.99M Sell
45,700
-10,700
-19% -$476K ﹤0.01% 2208
2024
Q1 		$2.86M Buy
56,400
+52,500
+1,346% +$2.57M ﹤0.01% 2070
2023
Q4 		$197K Buy
3,900
+700
+22% +$30.3K ﹤0.01% 4700
2023
Q3 		$128K Sell
3,200
-1,400
-30% -$59.5K ﹤0.01% 4839
2023
Q2 		$173K Buy
4,600
+2,500
+119% +$92.3K ﹤0.01% 4467
2023
Q1 		$82K Sell
2,100
-6,900
-77% -$331K ﹤0.01% 5389
2022
Q4 		$426K Buy
9,000
+8,900
+8,900% +$446K ﹤0.01% 3339
2022
Q3 		$4K Sell
100
-200
-67% -$9.26K ﹤0.01% 8983
2022
Q2 		$12K Sell
300
-1,400
-82% -$67.4K ﹤0.01% 8151
2022
Q1 		$95K Sell
1,700
-600
-26% -$35.6K ﹤0.01% 6232
2021
Q4 		$128K Sell
2,300
-2,900
-56% -$163K ﹤0.01% 5864
2021
Q3 		$282K Hold
5,200
– – ﹤0.01% 5018
2021
Q2 		$277K Buy
5,200
+5,180
+25,900% +$287K ﹤0.01% 5130
2021
Q1 		$110K Sell
20
-24
-55% -$1.28K ﹤0.01% 5617
2020
Q4 		$185K Sell
44
-35
-44% -$1.26K ﹤0.01% 4722
2020
Q3 		$208K Buy
79
+78
+7,800% +$2.11K ﹤0.01% 4056
2020
Q2 		$2K Sell
1
-258
-100% -$6.84K ﹤0.01% 7288
2020
Q1 		$593K Buy
259
+250
+2,778% +$10.2K ﹤0.01% 2417
2019
Q4 		$48K Buy
9
+6
+200% +$289 ﹤0.01% 5233
2019
Q3 		$14K Buy
3
+1
+50% +$47 ﹤0.01% 6073
2019
Q2 		$9K Sell
2
-322
-99% -$16K ﹤0.01% 6188
2019
Q1 		$1.64M Sell
324
-160
-33% -$8.67K ﹤0.01% 1553
2018
Q4 		$2.38M Buy
484
+199
+70% +$11.4K 0.01% 972
2018
Q3 		$1.68M Buy
285
+249
+692% +$16.2K 0.01% 1398
2018
Q2 		$229K Buy
+36
New +$2.24K ﹤0.01% 3322
2018
Q1 		– Sell
-15
Closed -$1K – 6948
2017
Q4 		$1K Sell
15
-32
-68% -$1.75K ﹤0.01% 5658
2017
Q3 		$3K Buy
47
+6
+15% +$300 ﹤0.01% 4881
2017
Q2 		$6K Buy
41
+1
+3% +$51 ﹤0.01% 4476
2017
Q1 		$11K Buy
40
+17
+74% +$908 ﹤0.01% 3909
2016
Q4 		$3K Sell
23
-95
-81% -$4.36K ﹤0.01% 4832
2016
Q3 		$5K Buy
118
+42
+55% +$1.55K ﹤0.01% 4332
2016
Q2 		$8K Buy
+76
New +$2.77K ﹤0.01% 3840
2015
Q4 		– Sell
-18
Closed -$1K – 6218
2015
Q3 		$1K Buy
+18
New +$670 ﹤0.01% 5174

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.