AF
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Advisornet Financial’s Webster Financial WBS Stock Holding History

Advisornet Financial’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
Q2 		– Sell
-10
Closed -$516 – 2377
2025
Q1 		$516 Hold
10
– – ﹤0.01% 1965
2024
Q4 		$552 Sell
10
-29
-74% -$1.59K ﹤0.01% 1760
2024
Q3 		$1.82K Buy
39
+10
+34% +$459 ﹤0.01% 1777
2024
Q2 		$1.26K Buy
29
+20
+222% +$891 ﹤0.01% 1749
2024
Q1 		$457 Sell
9
-10
-53% -$489 ﹤0.01% 1894
2023
Q4 		$964 Buy
+19
New +$821 ﹤0.01% 1897
2023
Q2 		– Sell
-30
Closed -$1.18K – 2509
2023
Q1 		$1.18K Buy
30
+20
+200% +$960 ﹤0.01% 1834
2022
Q4 		$473 Sell
10
-5
-33% -$250 ﹤0.01% 2044
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1828
2022
Q2 		$1K Buy
+15
New +$722 ﹤0.01% 1840

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return