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South Shore Capital Advisors’s Webster Financial WBS Stock Holding History

South Shore Capital Advisors’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 		$314K Buy
4,529
+25
+0.6% +$1.71K 0.23% 96
2025
Q4 		$283K Buy
+4,504
New +$267K 0.21% 110
2022
Q2 		– Sell
-3,590
Closed -$201K – 106
2022
Q1 		$201K Buy
+3,590
New +$213K 0.33% 105

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

South Shore Capital Advisors's WBS Position: Q1 2026 in Review

South Shore Capital Advisors increased its Webster Financial (WBS) stake by 0.56% in Q1 2026, buying an estimated $1.71K and bringing the position to 4,529 shares worth $314K. The position accounts for 0.23% of the portfolio, ranked #96.

South Shore Capital Advisors first reported a position in WBS in Q1 2022 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • South Shore Capital Advisors held 4,529 shares of Webster Financial worth $314K as of Q1 2026.
  • South Shore Capital Advisors bought 25 Webster Financial shares in Q1 2026, an estimated $1.71K.
  • Webster Financial made up 0.23% of South Shore Capital Advisors's portfolio in Q1 2026, its #96 holding.
  • South Shore Capital Advisors first reported a position in Webster Financial in Q1 2022 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.