Elizabeth Park Capital Advisors, Ltd. WBS WEBSTER FINANCIAL CORP.

Ownership history in Elizabeth Park Capital Advisors, Ltd.  ·  20 quarters on record

AI Ownership Summary

Elizabeth Park Capital Advisors, Ltd. reported WEBSTER FINANCIAL CORP. (WBS) in 20 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.42% in 2024 Q1. The latest visible filing shows WBS at 2.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elizabeth Park Capital Advisors, Ltd.'s position in WEBSTER FINANCIAL CORP., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WBS was reported at 2.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Elizabeth Park Capital Advisors, Ltd. held WBS — position size vs. price
% of Fund (quarterly)    WBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 43,500 +9,500 +27.9% 2.26% $2.7M 2026-02-17 $71.67
2025 Q3 REDUCED 40.8% +8.4% 34,000 -23,475 -40.8% 1.64% $2.0M 2025-11-13 $56.08
2024 Q2 UNCHANGED 57,475 0% 2.17% $2.5M 2024-08-14 $42.10
2024 Q1 REDUCED 6.2% -12.0% 57,475 -3,800 -6.2% 2.42% $2.9M 2024-05-15 $44.11
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Elizabeth Park Capital Advisors, Ltd. and WBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elizabeth Park Capital Advisors, Ltd. reported owning WBS?

Elizabeth Park Capital Advisors, Ltd. reported WBS across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WBS position in Elizabeth Park Capital Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for WBS was 2.42% in 2024 Q1.

What is the latest reported WBS position on this page?

The most recent filing on this page is 2025 Q4, when Elizabeth Park Capital Advisors, Ltd. reported 43,500 shares, equal to 2.26% of portfolio, with an estimated market value of $2.7M.

What does the chart on this WBS ownership page compare?

The chart compares Elizabeth Park Capital Advisors, Ltd.'s quarterly WBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Elizabeth Park Capital Advisors, Ltd. time their WBS position?

Based on 13F filing dates vs. subsequent WBS price moves, Elizabeth Park Capital Advisors, Ltd. correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on WBS relative to SPY over the holding period was +3.4%.

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