Y-Intercept (HK)’s Webster Financial WBS Stock Holding History

Y-Intercept (HK)’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	$8.02M	Buy	+104,920	New	+$7.63M	0.16%	139
2026 Q1	–	Sell	-37,220	Closed	-$2.34M	–	2102
2025 Q4	$2.34M	Buy	37,220 +27,504	+283%	+$1.63M	0.05%	550
2025 Q3	$578K	Buy	+9,716	New	+$579K	0.01%	1218
2025 Q2	–	Sell	-4,670	Closed	-$241K	–	2063
2025 Q1	$241K	Sell	4,670 -29,130	-86%	-$1.62M	0.02%	985
2024 Q4	$1.87M	Buy	33,800 +4,279	+14%	+$235K	0.12%	224
2024 Q3	$1.38M	Sell	29,521 -41,164	-58%	-$1.89M	0.08%	312
2024 Q2	$3.08M	Buy	70,685 +37,551	+113%	+$1.67M	0.17%	135
2024 Q1	$1.68M	Sell	33,134 -12,416	-27%	-$607K	0.13%	206
2023 Q4	$2.31M	Buy	+45,550	New	+$1.97M	0.22%	109
2023 Q2	–	Sell	-12,042	Closed	-$475K	–	1765
2023 Q1	$475K	Sell	12,042 -3,729	-24%	-$179K	0.06%	553
2022 Q4	$747K	Buy	+15,771	New	+$790K	0.11%	292
2022 Q3	–	Sell	-6,625	Closed	-$279K	–	1303
2022 Q2	$279K	Buy	+6,625	New	+$319K	0.04%	602

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Y-Intercept (HK)'s WBS Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Webster Financial (WBS) in Q2 2026: 104,920 shares worth $8.02M. The stake represents 0.16% of the portfolio and ranks #139 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in WBS as recently as Q4 2025.

Y-Intercept (HK) first reported a position in WBS in Q2 2022 and has held it in 12 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Y-Intercept (HK) held 104,920 shares of Webster Financial worth $8.02M as of Q2 2026.
Webster Financial was a new Y-Intercept (HK) position in Q2 2026.
Webster Financial made up 0.16% of Y-Intercept (HK)'s portfolio in Q2 2026, its #139 holding.
Y-Intercept (HK) first reported a position in Webster Financial in Q2 2022 and has held it in 12 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.