SCA
WBS

Stieven Capital Advisors’s Webster Financial WBS Stock Holding History

Stieven 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 		– Sell
-568,988
Closed -$35.8M – 43
2025
Q4 		$35.8M Sell
568,988
-21,500
-4% -$1.28M 6.64% 1
2025
Q3 		$35.1M Buy
590,488
+900
+0.2% +$53.6K 6.62% 2
2025
Q2 		$32.2M Buy
589,588
+600
+0.1% +$29.9K 6.28% 1
2025
Q1 		$30.4M Buy
588,988
+1,300
+0.2% +$72.3K 5.88% 2
2024
Q4 		$32.5M Sell
587,688
-15,100
-3% -$829K 5.78% 2
2024
Q3 		$28.1M Buy
602,788
+87,000
+17% +$3.99M 5.31% 2
2024
Q2 		$22.5M Sell
515,788
-37,600
-7% -$1.67M 4.98% 3
2024
Q1 		$28.1M Buy
553,388
+13,800
+3% +$675K 5.84% 2
2023
Q4 		$27.4M Buy
539,588
+100
+0% +$4.32K 5.88% 3
2023
Q3 		$21.7M Buy
539,488
+55,800
+12% +$2.37M 5.65% 2
2023
Q2 		$18.3M Buy
483,688
+74,700
+18% +$2.76M 4.73% 2
2023
Q1 		$16.1M Buy
408,988
+138,988
+51% +$6.67M 4.22% 4
2022
Q4 		$12.8M Buy
+270,000
New +$13.5M 2.3% 17
2013
Q3 		– Sell
-56,000
Closed -$1.44M – 59
2013
Q2 		$1.44M Buy
+56,000
New +$1.32M 0.69% 45

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Stieven Capital Advisors's WBS Position: Q1 2026 in Review

Stieven Capital Advisors sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 568,988 shares — an estimated $35.8M sold.

Stieven Capital Advisors first reported a position in WBS in Q2 2013 and held it in 14 quarters. The position peaked at $35.8M in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Stieven Capital Advisors reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Stieven Capital Advisors sold 568,988 Webster Financial shares in Q1 2026, an estimated $35.8M.
  • Stieven Capital Advisors first reported a position in Webster Financial in Q2 2013 and held it in 14 quarters.
  • Stieven Capital Advisors's Webster Financial position peaked at $35.8M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Stieven Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.