UMB Bank’s Webster Financial WBS Stock Holding History

UMB Bank’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	$141K	Buy	2,030 +147	+8%	+$10.1K	﹤0.01%	816
2025 Q4	$119K	Buy	1,883 +32	+2%	+$1.9K	﹤0.01%	872
2025 Q3	$110K	Buy	1,851 +27	+1%	+$1.61K	﹤0.01%	826
2025 Q2	$99.6K	Buy	1,824 +333	+22%	+$16.6K	﹤0.01%	832
2025 Q1	$76.9K	Buy	1,491 +372	+33%	+$20.7K	﹤0.01%	878
2024 Q4	$61.8K	Buy	1,119 +524	+88%	+$28.8K	﹤0.01%	833
2024 Q3	$27.7K	Buy	595 +460	+341%	+$21.1K	﹤0.01%	1089
2024 Q2	$5.88K	Buy	135 +89	+193%	+$3.96K	﹤0.01%	1386
2024 Q1	$2.33K	Buy	+46	New	+$2.25K	﹤0.01%	1496
2023 Q4	–	Sell	-131	Closed	-$5.28K	–	1760
2023 Q3	$5.28K	Hold	131	–	–	﹤0.01%	1412
2023 Q2	$4.95K	Hold	131	–	–	﹤0.01%	1416
2023 Q1	$5.16K	Hold	131	–	–	﹤0.01%	1406
2022 Q4	$6K	Hold	131	–	–	﹤0.01%	1411
2022 Q3	$6K	Sell	131 -35	-21%	-$1.62K	﹤0.01%	1442
2022 Q2	$7K	Hold	166	–	–	﹤0.01%	1513
2022 Q1	$9K	Buy	166 +98	+144%	+$5.82K	﹤0.01%	1528
2021 Q4	$4K	Buy	+68	New	+$3.83K	﹤0.01%	1705

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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