Swiss Life Asset Management’s Webster Financial WBS Stock Holding History

Swiss Life Asset 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 Q2	$1.14M	Buy	14,950 +1,022	+7%	+$74.3K	﹤0.01%	668
2026 Q1	$967K	Buy	13,928 +6,114	+78%	+$419K	﹤0.01%	666
2025 Q4	$492K	Hold	7,814	–	–	﹤0.01%	803
2025 Q3	$464K	Buy	7,814 +3,386	+76%	+$202K	﹤0.01%	740
2025 Q2	$242K	Buy	+4,428	New	+$221K	﹤0.01%	763
2024 Q3	–	Sell	-5,317	Closed	-$232K	–	655
2024 Q2	$232K	Sell	5,317 -1,773	-25%	-$78.9K	﹤0.01%	568
2024 Q1	$360K	Sell	7,090 -2,254	-24%	-$110K	0.01%	491
2023 Q4	$476K	Buy	+9,344	New	+$404K	0.01%	574

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Swiss Life Asset Management's WBS Position: Q2 2026 in Review

Swiss Life Asset Management increased its Webster Financial (WBS) stake by 7.3% in Q2 2026, buying an estimated $74.3K and bringing the position to 14,950 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Swiss Life Asset Management first reported a position in WBS in Q4 2023 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Swiss Life Asset Management held 14,950 shares of Webster Financial worth $1.14M as of Q2 2026.
Swiss Life Asset Management bought 1,022 Webster Financial shares in Q2 2026, an estimated $74.3K.
Webster Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #668 holding.
Swiss Life Asset Management first reported a position in Webster Financial in Q4 2023 and has held it in 8 quarters since.
331 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.