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American Capital Advisory’s Webster Financial WBS Stock Holding History

American Capital Advisory’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
-12
Closed -$619 – 1002
2025
Q1 		$619 Buy
+12
New +$668 ﹤0.01% 483

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

American Capital Advisory's WBS Position: Q2 2025 in Review

American Capital Advisory sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 12 shares — an estimated $619 sold.

American Capital Advisory first reported a position in WBS in Q1 2025 and held it in 1 quarter. The position peaked at $619 in Q1 2025. 496 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • American Capital Advisory reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • American Capital Advisory sold 12 Webster Financial shares in Q2 2025, an estimated $619.
  • American Capital Advisory first reported a position in Webster Financial in Q1 2025 and held it in 1 quarter.
  • American Capital Advisory's Webster Financial position peaked at $619 in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on American Capital Advisory's 13F filing for Q2 2025, filed 5 Aug 2025.