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Stone House Investment Management’s Webster Financial WBS Stock Holding History

Stone House Investment 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 		$139 Hold
2
– – ﹤0.01% 985
2025
Q4 		$126 Hold
2
– – ﹤0.01% 824
2025
Q3 		$119 Buy
+2
New +$119 ﹤0.01% 715

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

Stone House Investment Management's WBS Position: Q1 2026 in Review

Stone House Investment Management held its Webster Financial (WBS) position steady in Q1 2026 at 2 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Stone House Investment Management first reported a position in WBS in Q3 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Stone House Investment Management held 2 shares of Webster Financial worth $139 as of Q1 2026.
  • Stone House Investment Management left its Webster Financial share count unchanged in Q1 2026.
  • Webster Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #985 holding.
  • Stone House Investment Management first reported a position in Webster Financial in Q3 2025 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.