VCA
WBS

Verdence Capital Advisors’s Webster Financial WBS Stock Holding History

Verdence Capital Advisors’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
-10,581
Closed -$666K – 750
2025
Q4 		$666K Buy
10,581
+253
+2% +$15K 0.04% 351
2025
Q3 		$590K Buy
10,328
+411
+4% +$24.5K 0.03% 399
2025
Q2 		$541K Buy
9,917
+91
+0.9% +$4.54K 0.04% 391
2025
Q1 		$507K Buy
9,826
+2,523
+35% +$140K 0.04% 381
2024
Q4 		$403K Sell
7,303
-1,334
-15% -$73.3K 0.03% 401
2024
Q3 		$403K Buy
8,637
+2,332
+37% +$107K 0.03% 417
2024
Q2 		$275K Buy
6,305
+92
+1% +$4.1K 0.02% 500
2024
Q1 		$315K Sell
6,213
-501
-7% -$24.5K 0.03% 471
2023
Q4 		$341K Sell
6,714
-58
-0.9% -$2.51K 0.03% 427
2023
Q3 		$273K Buy
6,772
+171
+3% +$7.27K 0.03% 464
2023
Q2 		$249K Sell
6,601
-503
-7% -$18.6K 0.03% 470
2023
Q1 		$280K Buy
7,104
+457
+7% +$21.9K 0.03% 439
2022
Q4 		$315K Sell
6,647
-267
-4% -$13.4K 0.04% 371
2022
Q3 		$313K Buy
6,914
+4
+0.1% +$185 0.04% 363
2022
Q2 		$291K Sell
6,910
-224
-3% -$10.8K 0.04% 391
2022
Q1 		$400K Buy
+7,134
New +$424K 0.05% 346

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

Verdence Capital Advisors's WBS Position: Q1 2026 in Review

Verdence Capital Advisors sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 10,581 shares — an estimated $666K sold.

Verdence Capital Advisors first reported a position in WBS in Q1 2022 and held it in 16 quarters. The position peaked at $666K in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Verdence Capital Advisors reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 10,581 Webster Financial shares in Q1 2026, an estimated $666K.
  • Verdence Capital Advisors first reported a position in Webster Financial in Q1 2022 and held it in 16 quarters.
  • Verdence Capital Advisors's Webster Financial position peaked at $666K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.