SC
WBS

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
Q2 		– Sell
-5,000
Closed -$347K – 1039
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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SummitTX Capital's WBS Position: Q2 2026 in Review

SummitTX Capital sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 5,000 shares — an estimated $347K sold.

SummitTX Capital first reported a position in WBS in Q1 2025 and held it in 4 quarters. The position peaked at $2.43M in Q1 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • SummitTX Capital reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 5,000 Webster Financial shares in Q2 2026, an estimated $347K.
  • SummitTX Capital first reported a position in Webster Financial in Q1 2025 and held it in 4 quarters.
  • SummitTX Capital's Webster Financial position peaked at $2.43M in Q1 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.