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TwinBeech Capital’s Webster Financial WBS Stock Holding History

TwinBeech 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 		– Sell
-22,921
Closed -$1.44M – 854
2025
Q4 		$1.44M Sell
22,921
-102,157
-82% -$6.07M 0.1% 240
2025
Q3 		$7.43M Buy
125,078
+117,429
+1,535% +$7M 0.29% 106
2025
Q2 		$418K Buy
+7,649
New +$381K 0.01% 515
2024
Q4 		– Sell
-41,975
Closed -$1.96M – 956
2024
Q3 		$1.96M Buy
+41,975
New +$1.93M 0.04% 412
2023
Q4 		– Sell
-82,400
Closed -$3.32M – 929
2023
Q3 		$3.32M Buy
+82,400
New +$3.5M 0.06% 330
2023
Q2 		– Sell
-142,156
Closed -$5.6M – 885
2023
Q1 		$5.6M Sell
142,156
-86,234
-38% -$4.14M 0.11% 223
2022
Q4 		$10.8M Buy
+228,390
New +$11.4M 0.21% 138

Other funds holding WBS

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $18.6B AUM 29.12% 1-Year Est. Return