Wellington Management Group
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Wellington Management Group’s Webster Financial WBS Stock Holding History

Wellington Management Group’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
-394,500
Closed -$24.8M – 2019
2025
Q4 		$24.8M Buy
394,500
+61,974
+19% +$3.68M ﹤0.01% 959
2025
Q3 		$19.8M Sell
332,526
-391,425
-54% -$23.3M ﹤0.01% 1027
2025
Q2 		$39.5M Buy
723,951
+266,545
+58% +$13.3M 0.01% 748
2025
Q1 		$23.6M Sell
457,406
-9,838
-2% -$547K ﹤0.01% 905
2024
Q4 		$25.8M Sell
467,244
-303,440
-39% -$16.7M ﹤0.01% 893
2024
Q3 		$35.9M Buy
770,684
+281,686
+58% +$12.9M 0.01% 797
2024
Q2 		$21.3M Sell
488,998
-2,367,156
-83% -$105M ﹤0.01% 937
2024
Q1 		$145M Sell
2,856,154
-51,262
-2% -$2.51M 0.03% 463
2023
Q4 		$148M Sell
2,907,416
-17,158
-0.6% -$741K 0.03% 463
2023
Q3 		$118M Sell
2,924,574
-40,410
-1% -$1.72M 0.02% 479
2023
Q2 		$112M Buy
2,964,984
+256,471
+9% +$9.47M 0.02% 520
2023
Q1 		$107M Buy
2,708,513
+886
+0% +$42.5K 0.02% 522
2022
Q4 		$128M Buy
2,707,627
+29,860
+1% +$1.5M 0.03% 477
2022
Q3 		$121M Buy
2,677,767
+56,006
+2% +$2.59M 0.03% 467
2022
Q2 		$111M Buy
2,621,761
+41,234
+2% +$1.99M 0.02% 511
2022
Q1 		$145M Buy
2,580,527
+684,821
+36% +$40.7M 0.02% 495
2021
Q4 		$106M Sell
1,895,706
-5,756
-0.3% -$324K 0.02% 615
2021
Q3 		$104M Sell
1,901,462
-1,399
-0.1% -$69.6K 0.02% 617
2021
Q2 		$101M Buy
1,902,861
+3,165
+0.2% +$175K 0.02% 623
2021
Q1 		$105M Buy
1,899,696
+1,671,267
+732% +$89M 0.02% 605
2020
Q4 		$9.63M Sell
228,429
-10,529
-4% -$380K ﹤0.01% 1199
2020
Q3 		$6.31M Sell
238,958
-110,543
-32% -$2.99M ﹤0.01% 1217
2020
Q2 		$10M Buy
349,501
+50,866
+17% +$1.35M ﹤0.01% 1069
2020
Q1 		$6.84M Sell
298,635
-45,243
-13% -$1.84M ﹤0.01% 1133
2019
Q4 		$18.3M Buy
343,878
+55,863
+19% +$2.69M ﹤0.01% 1010
2019
Q3 		$13.5M Sell
288,015
-880
-0.3% -$41.6K ﹤0.01% 1067
2019
Q2 		$13.8M Sell
288,895
-2,520
-0.9% -$126K ﹤0.01% 1109
2019
Q1 		$14.8M Sell
291,415
-20
-0% -$1.08K ﹤0.01% 1088
2018
Q4 		$14.4M Buy
291,435
+2,366
+0.8% +$135K ﹤0.01% 1090
2018
Q3 		$17M Sell
289,069
-24,646
-8% -$1.6M ﹤0.01% 1129
2018
Q2 		$20M Sell
313,715
-59,572
-16% -$3.71M ﹤0.01% 1085
2018
Q1 		$20.7M Sell
373,287
-13,378
-3% -$756K ﹤0.01% 1066
2017
Q4 		$21.7M Buy
386,665
+17,932
+5% +$982K ﹤0.01% 1044
2017
Q3 		$19.4M Buy
368,733
+4,164
+1% +$208K ﹤0.01% 1067
2017
Q2 		$19M Sell
364,569
-75,699
-17% -$3.82M ﹤0.01% 1040
2017
Q1 		$22M Sell
440,268
-2,317,492
-84% -$124M 0.01% 996
2016
Q4 		$150M Sell
2,757,760
-506,229
-16% -$23.3M 0.04% 382
2016
Q3 		$124M Sell
3,263,989
-276,516
-8% -$10.2M 0.03% 423
2016
Q2 		$120M Buy
3,540,505
+62,483
+2% +$2.28M 0.03% 424
2016
Q1 		$125M Buy
3,478,022
+469,319
+16% +$16.1M 0.03% 411
2015
Q4 		$112M Buy
3,008,703
+53,129
+2% +$2.01M 0.03% 432
2015
Q3 		$105M Buy
2,955,574
+28,630
+1% +$1.07M 0.03% 437
2015
Q2 		$116M Buy
2,926,944
+23,511
+0.8% +$887K 0.03% 441
2015
Q1 		$108M Buy
2,903,433
+77,017
+3% +$2.59M 0.03% 483
2014
Q4 		$91.9M Sell
2,826,416
-166,250
-6% -$5.14M 0.02% 541
2014
Q3 		$87.2M Buy
2,992,666
+8,530
+0.3% +$254K 0.02% 542
2014
Q2 		$94.1M Sell
2,984,136
-38,130
-1% -$1.16M 0.03% 545
2014
Q1 		$93.9M Sell
3,022,266
-90,254
-3% -$2.77M 0.03% 536
2013
Q4 		$97M Buy
3,112,520
+63,980
+2% +$1.82M 0.03% 540
2013
Q3 		$77.8M Buy
3,048,540
+260,563
+9% +$6.94M 0.02% 576
2013
Q2 		$71.6M Buy
+2,787,977
New +$65.7M 0.02% 578

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $53.9B AUM 29.12% 1-Year Est. Return

Wellington Management Group's WBS Position: Q1 2026 in Review

Wellington Management Group sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 394,500 shares — an estimated $24.8M sold.

Wellington Management Group first reported a position in WBS in Q2 2013 and held it in 51 quarters. The position peaked at $150M in Q4 2016. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Wellington Management Group reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 394,500 Webster Financial shares in Q1 2026, an estimated $24.8M.
  • Wellington Management Group first reported a position in Webster Financial in Q2 2013 and held it in 51 quarters.
  • Wellington Management Group's Webster Financial position peaked at $150M in Q4 2016.
  • 539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.