MSTR β€” MICROSTRATEGY

Ownership history in WEBSTER BANK, N. A.  Β·  7 quarters on record

AI Ownership Summary

WEBSTER BANK, N. A. reported MICROSTRATEGY (MSTR) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows MSTR at 0.01% 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 MSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEBSTER BANK, N. A.'s position in MICROSTRATEGY, 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

MSTR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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 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 WEBSTER BANK, N. A. held MSTR β€” position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 460 -60 -11.5% 0.01% $148K 2025-10-23 $284.92
2025 Q2 UNCHANGED 520 β€” 0% 0.02% $210K 2025-07-08 $396.94
2025 Q1 UNCHANGED 520 β€” 0% 0.02% $150K 2025-04-04 $293.61
2024 Q4 ADDED 520 +120 +30.0% 0.02% $151K 2025-01-22 $377.31
2024 Q3 ADDED 400 +360 +900.0% 0.01% $67K 2024-10-10 $183.34
2024 Q2 UNCHANGED 40 β€” 0% 0.01% $55K 2024-07-12 $139.68
2024 Q1 INITIATED 40 β€” β€” 0.01% $68K 2024-04-16 $125.40

FAQ About WEBSTER BANK, N. A. and MSTR

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

How long has WEBSTER BANK, N. A. reported owning MSTR?

WEBSTER BANK, N. A. reported MSTR across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MSTR position in WEBSTER BANK, N. A.'s portfolio?

The largest reported portfolio weight for MSTR was 0.02% in 2025 Q2.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2025 Q3, when WEBSTER BANK, N. A. reported 460 shares, equal to 0.01% of portfolio, with an estimated market value of $148K.

What does the chart on this MSTR ownership page compare?

The chart compares WEBSTER BANK, N. A.'s quarterly MSTR 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.

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