AmeriFlex Group’s Webster Financial WBS Stock Holding History

AmeriFlex Group’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
2026 Q1	–	Sell	-111	Closed	-$6.99K	–	1171
2025 Q4	$6.99K	Sell	111 -111	-50%	-$6.59K	﹤0.01%	780
2025 Q3	$13.2K	Buy	+222	New	+$13.2K	﹤0.01%	721

Other funds holding WBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

AmeriFlex Group's WBS Position: Q1 2026 in Review

AmeriFlex Group sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 111 shares — an estimated $6.99K sold.

AmeriFlex Group first reported a position in WBS in Q3 2025 and held it in 2 quarters. The position peaked at $13.2K in Q3 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

AmeriFlex Group reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
AmeriFlex Group sold 111 Webster Financial shares in Q1 2026, an estimated $6.99K.
AmeriFlex Group first reported a position in Webster Financial in Q3 2025 and held it in 2 quarters.
AmeriFlex Group's Webster Financial position peaked at $13.2K in Q3 2025.
538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.