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Summit Trail Advisors’s Webster Financial WBS Stock Holding History

Summit Trail 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 		$722K Buy
10,401
+2,215
+27% +$152K 0.01% 1045
2025
Q4 		$515K Buy
8,186
+214
+3% +$12.7K 0.01% 1065
2025
Q3 		$474K Sell
7,972
-248
-3% -$14.8K 0.01% 1093
2025
Q2 		$449K Buy
+8,220
New +$410K 0.01% 772
2018
Q2 		– Sell
-3,681
Closed -$234K – 688
2018
Q1 		$234K Sell
3,681
-980
-21% -$55.4K 0.04% 338
2017
Q4 		$273K Buy
+4,661
New +$255K 0.03% 343

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

Summit Trail Advisors's WBS Position: Q1 2026 in Review

Summit Trail Advisors increased its Webster Financial (WBS) stake by 27% in Q1 2026, buying an estimated $152K and bringing the position to 10,401 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #1045.

Summit Trail Advisors first reported a position in WBS in Q4 2017 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Summit Trail Advisors held 10,401 shares of Webster Financial worth $722K as of Q1 2026.
  • Summit Trail Advisors bought 2,215 Webster Financial shares in Q1 2026, an estimated $152K.
  • Webster Financial made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1045 holding.
  • Summit Trail Advisors first reported a position in Webster Financial in Q4 2017 and has held it in 6 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.