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Abich Financial Wealth Management’s Webster Financial WBS Stock Holding History

Abich Financial Wealth Management’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$190K Buy
+3,194
New +$190K 0.07% 132
2024
Q2 		– Sell
-10
Closed -$508 – 884
2024
Q1 		$508 Sell
10
-840
-99% -$41.1K ﹤0.01% 431
2023
Q4 		$43.1K Buy
+850
New +$36.7K 0.04% 120

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abich Financial Wealth Management's WBS Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Webster Financial (WBS) in Q3 2025: 3,194 shares worth $190K. The stake represents 0.07% of the portfolio and ranks #132 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in WBS as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in WBS in Q4 2023 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Abich Financial Wealth Management held 3,194 shares of Webster Financial worth $190K as of Q3 2025.
  • Webster Financial was a new Abich Financial Wealth Management position in Q3 2025.
  • Webster Financial made up 0.07% of Abich Financial Wealth Management's portfolio in Q3 2025, its #132 holding.
  • Abich Financial Wealth Management first reported a position in Webster Financial in Q4 2023 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.