AF
WBS

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 – 2505
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisornet Financial's WBS Position: Q2 2025 in Review

Advisornet Financial sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 10 shares — an estimated $516 sold.

Advisornet Financial first reported a position in WBS in Q2 2022 and held it in 10 quarters. The position peaked at $1.82K in Q3 2024. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Advisornet Financial reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 10 Webster Financial shares in Q2 2025, an estimated $516.
  • Advisornet Financial first reported a position in Webster Financial in Q2 2022 and held it in 10 quarters.
  • Advisornet Financial's Webster Financial position peaked at $1.82K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.