WBS β€” WEBSTER FINL CORP

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported WEBSTER FINL CORP (WBS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows WBS at 0.00% 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.

What this WBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in WEBSTER FINL 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 Q3

WBS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 PRINCIPAL SECURITIES, INC. held WBS β€” position size vs. price
% of Fund (quarterly)    WBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 853 +238 +38.7% 0.00% $51K 2025-11-12 $57.26
2025 Q2 REDUCED 615 -149 -19.5% 0.00% $34K 2025-08-11 $54.51
2025 Q1 UNCHANGED 764 β€” 0% 0.00% $42K 2025-04-30 $46.01
2024 Q4 ADDED 764 +165 +27.5% 0.00% $42K 2025-01-30 $58.12
2024 Q3 REDUCED 599 -148 -19.8% 0.00% $28K 2024-10-28 $50.03
2024 Q2 REDUCED 747 -50 -6.3% 0.00% $33K 2024-07-31 $47.58
2024 Q1 REDUCED 797 -84 -9.5% 0.00% $40K 2024-05-10 $43.63
2023 Q4 INITIATED 881 β€” β€” 0.00% $45K 2024-02-07 $42.82

🏒 Other funds also holding WBS

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01% Bangor Savings Bank 3Y 7Y 0.0% Investors Research Corp 3Y 7Y 0.0%

FAQ About PRINCIPAL SECURITIES, INC. and WBS

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

How long has PRINCIPAL SECURITIES, INC. reported owning WBS?

PRINCIPAL SECURITIES, INC. reported WBS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WBS position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for WBS was 0.00% in 2023 Q4.

What is the latest reported WBS position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 853 shares, equal to 0.00% of portfolio, with an estimated market value of $51K.

What does the chart on this WBS ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'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.

← Back to PRINCIPAL SECURITIES, INC. Holdings