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Smartleaf Asset Management’s Webster Financial WBS Stock Holding History

Smartleaf Asset 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 		$325K Buy
4,783
+939
+24% +$64.3K 0.01% 638
2025
Q4 		$244K Buy
3,844
+305
+9% +$18.1K 0.01% 726
2025
Q3 		$211K Buy
3,539
+1,861
+111% +$111K 0.01% 712
2025
Q2 		$91.9K Sell
1,678
-858
-34% -$42.8K 0.01% 899
2025
Q1 		$129K Buy
2,536
+434
+21% +$24.1K 0.01% 730
2024
Q4 		$115K Buy
2,102
+674
+47% +$37K 0.01% 781
2024
Q3 		$66.3K Buy
1,428
+780
+120% +$35.8K 0.01% 825
2024
Q2 		$26.9K Sell
648
-3,394
-84% -$151K ﹤0.01% 925
2024
Q1 		$205K Buy
4,042
+3,219
+391% +$157K 0.04% 351
2023
Q4 		$42.4K Buy
+823
New +$35.6K 0.01% 561

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

Smartleaf Asset Management's WBS Position: Q1 2026 in Review

Smartleaf Asset Management increased its Webster Financial (WBS) stake by 24% in Q1 2026, buying an estimated $64.3K and bringing the position to 4,783 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #638.

Smartleaf Asset Management first reported a position in WBS in Q4 2023 and has held it in 10 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Smartleaf Asset Management held 4,783 shares of Webster Financial worth $325K as of Q1 2026.
  • Smartleaf Asset Management bought 939 Webster Financial shares in Q1 2026, an estimated $64.3K.
  • Webster Financial made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #638 holding.
  • Smartleaf Asset Management first reported a position in Webster Financial in Q4 2023 and has held it in 10 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.