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SummitTX Capital’s Webster Financial WBS Stock Holding History

SummitTX Capital’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 		$347K Buy
+5,000
New +$342K 0.01% 627
2025
Q4 		– Sell
-22,168
Closed -$1.32M – 985
2025
Q3 		$1.32M Sell
22,168
-15,878
-42% -$946K 0.05% 327
2025
Q2 		$2.08M Sell
38,046
-9,189
-19% -$458K 0.09% 245
2025
Q1 		$2.43M Buy
+47,235
New +$2.63M 0.1% 212

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

SummitTX Capital's WBS Position: Q1 2026 in Review

SummitTX Capital opened a new position in Webster Financial (WBS) in Q1 2026: 5,000 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in WBS as recently as Q3 2025.

SummitTX Capital first reported a position in WBS in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.43M in Q1 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • SummitTX Capital held 5,000 shares of Webster Financial worth $347K as of Q1 2026.
  • Webster Financial was a new SummitTX Capital position in Q1 2026.
  • Webster Financial made up 0.01% of SummitTX Capital's portfolio in Q1 2026, its #627 holding.
  • SummitTX Capital first reported a position in Webster Financial in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Webster Financial position peaked at $2.43M in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

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