Yousif Capital Management’s Webster Financial WBS Stock Holding History

Yousif Capital Management’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	$3.51M	Sell	45,872 -2,951	-6%	-$215K	0.04%	428
2026 Q1	$3.39M	Sell	48,823 -2,465	-5%	-$169K	0.04%	426
2025 Q4	$3.25M	Sell	51,288 -2,569	-5%	-$153K	0.04%	477
2025 Q3	$3.2M	Sell	53,857 -4,576	-8%	-$273K	0.03%	490
2025 Q2	$3.19M	Sell	58,433 -2,091	-3%	-$104K	0.03%	490
2025 Q1	$3.12M	Buy	60,524 +153	+0.3%	+$8.51K	0.04%	480
2024 Q4	$3.33M	Sell	60,371 -2,719	-4%	-$149K	0.04%	459
2024 Q3	$2.94M	Sell	63,090 -8,852	-12%	-$406K	0.03%	552
2024 Q2	$3.14M	Sell	71,942 -6,414	-8%	-$286K	0.04%	519
2024 Q1	$3.98M	Sell	78,356 -1,771	-2%	-$86.6K	0.04%	439
2023 Q4	$4.07M	Sell	80,127 -642	-0.8%	-$27.7K	0.05%	405
2023 Q3	$3.26M	Sell	80,769 -5,310	-6%	-$226K	0.04%	484
2023 Q2	$3.25M	Sell	86,079 -2,699	-3%	-$99.6K	0.04%	504
2023 Q1	$3.5M	Sell	88,778 -765	-0.9%	-$36.7K	0.05%	449
2022 Q4	$4.24M	Sell	89,543 -290	-0.3%	-$14.5K	0.06%	361
2022 Q3	$4.06M	Sell	89,833 -9,632	-10%	-$446K	0.06%	344
2022 Q2	$4.19M	Buy	99,465 +2,015	+2%	+$97K	0.06%	357
2022 Q1	$5.47M	Buy	97,450 +49,878	+105%	+$2.96M	0.06%	320
2021 Q4	$2.66M	Buy	+47,572	New	+$2.68M	0.03%	766

Other funds holding WBS

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Yousif Capital Management's WBS Position: Q2 2026 in Review

Yousif Capital Management reduced its Webster Financial (WBS) stake by 6% in Q2 2026, selling an estimated $215K and leaving 45,872 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #428.

Yousif Capital Management first reported a position in WBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.47M in Q1 2022. 79 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Yousif Capital Management held 45,872 shares of Webster Financial worth $3.51M as of Q2 2026.
Yousif Capital Management sold 2,951 Webster Financial shares in Q2 2026, an estimated $215K.
Webster Financial made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #428 holding.
Yousif Capital Management first reported a position in Webster Financial in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Webster Financial position peaked at $5.47M in Q1 2022.
79 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.