SALZHAUER MICHAEL WBS WEBSTER FINL CORP

Ownership history in SALZHAUER MICHAEL  ·  16 quarters on record

AI Ownership Summary

SALZHAUER MICHAEL reported WEBSTER FINL CORP (WBS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.67% in 2023 Q4. The latest visible filing shows WBS at 1.04% 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 SALZHAUER MICHAEL'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 Q4

WBS was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% 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 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 SALZHAUER MICHAEL 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 40,289 0% 1.04% $2.5M 2026-02-02 $65.64
2025 Q3 UNCHANGED 40,289 0% 0.02% $49K 2025-10-20 $54.15
2025 Q2 REDUCED 40,289 -1,436 -3.4% 1.29% $2.2M 2025-08-14 $57.71
2025 Q1 ADDED 41,725 +3,761 +9.9% 1.31% $2.2M 2025-04-23 $45.87
2024 Q4 REDUCED 37,964 -1,733 -4.4% 1.07% $2.1M 2025-01-29 $57.80
2024 Q3 ADDED 39,697 +523 +1.3% 1.13% $1.9M 2024-11-07 $55.73
2024 Q2 ADDED 39,174 +402 +1.0% 1.33% $1.7M 2024-08-09 $42.58
2024 Q1 UNCHANGED 38,772 0% 1.50% $2.0M 2024-04-26 $42.44
2023 Q4 REDUCED 27.4% -1.6% 38,772 -14,617 -27.4% 1.67% $2.0M 2024-02-14 $44.34
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SALZHAUER MICHAEL and WBS

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

How long has SALZHAUER MICHAEL reported owning WBS?

SALZHAUER MICHAEL reported WBS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WBS position in SALZHAUER MICHAEL's portfolio?

The largest reported portfolio weight for WBS was 1.67% in 2023 Q4.

What is the latest reported WBS position on this page?

The most recent filing on this page is 2025 Q4, when SALZHAUER MICHAEL reported 40,289 shares, equal to 1.04% of portfolio, with an estimated market value of $2.5M.

What does the chart on this WBS ownership page compare?

The chart compares SALZHAUER MICHAEL'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 SALZHAUER MICHAEL time their WBS position?

Based on 13F filing dates vs. subsequent WBS price moves, SALZHAUER MICHAEL correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on WBS relative to SPY over the holding period was -3.7%.

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