WCMNY
WBS

Westchester Capital Management (New York)’s Webster Financial WBS Stock Holding History

Westchester Capital Management (New York)’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
Q2 		$107M Sell
1,397,789
-435,360
-24% -$31.7M 5.23% 5
2026
Q1 		$127M Buy
+1,833,149
New +$125M 5.77% 4

Other funds holding WBS

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westchester Capital Management (New York)'s WBS Position: Q2 2026 in Review

Westchester Capital Management (New York) reduced its Webster Financial (WBS) stake by 24% in Q2 2026, selling an estimated $31.7M and leaving 1,397,789 shares worth $107M. The position accounts for 5.23% of the portfolio, ranked #5.

Westchester Capital Management (New York) first reported a position in WBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $127M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Westchester Capital Management (New York) held 1,397,789 shares of Webster Financial worth $107M as of Q2 2026.
  • Westchester Capital Management (New York) sold 435,360 Webster Financial shares in Q2 2026, an estimated $31.7M.
  • Webster Financial made up 5.23% of Westchester Capital Management (New York)'s portfolio in Q2 2026, its #5 holding.
  • Westchester Capital Management (New York) first reported a position in Webster Financial in Q1 2026 and has held it in 2 quarters since.
  • Westchester Capital Management (New York)'s Webster Financial position peaked at $127M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.