TC
WBS

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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

TwinBeech Capital's WBS Position: Q1 2026 in Review

TwinBeech Capital sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 22,921 shares — an estimated $1.44M sold.

TwinBeech Capital first reported a position in WBS in Q4 2022 and held it in 7 quarters. The position peaked at $10.8M in Q4 2022. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • TwinBeech Capital reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 22,921 Webster Financial shares in Q1 2026, an estimated $1.44M.
  • TwinBeech Capital first reported a position in Webster Financial in Q4 2022 and held it in 7 quarters.
  • TwinBeech Capital's Webster Financial position peaked at $10.8M in Q4 2022.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

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