Aaron Wealth Advisors’s Webster Financial WBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-5,262
Closed -$402K – 765
2026
Q2
$402K Buy
5,262
+25
+0.5% +$1.82K 0.02% 491
2026
Q1
$364K Sell
5,237
-611
-10% -$41.8K 0.02% 489
2025
Q4
$368K Buy
5,848
+2,330
+66% +$138K 0.02% 518
2025
Q3
$209K Buy
+3,518
New +$210K 0.01% 617
2022
Q2
– Sell
-390
Closed -$21.9K – 841
2022
Q1
$21.9K Buy
+390
New +$23.2K 0.01% 632

Aaron Wealth Advisors's WBS Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Webster Financial (WBS) in Q3 2026, closing a stake of 5,262 shares — an estimated $402K sold.

Aaron Wealth Advisors first reported a position in WBS in Q1 2022 and held it in 5 quarters. The position peaked at $402K in Q2 2026. 0 funds tracked by Wall St. Rank hold WBS as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Webster Financial position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 5,262 Webster Financial shares in Q3 2026, an estimated $402K.
  • Aaron Wealth Advisors first reported a position in Webster Financial in Q1 2022 and held it in 5 quarters.
  • Aaron Wealth Advisors's Webster Financial position peaked at $402K in Q2 2026.
  • 0 funds tracked by Wall St. Rank held Webster Financial as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.