AWS
WBS

Atria Wealth Solutions’s Webster Financial WBS Stock Holding History

Atria Wealth Solutions’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 		$627K Sell
11,476
-88
-0.8% -$4.39K 0.01% 823
2025
Q1 		$596K Sell
11,564
-6
-0.1% -$334 0.01% 1116
2024
Q4 		$639K Sell
11,570
-8
-0.1% -$439 0.01% 1136
2024
Q3 		$540K Sell
11,578
-1,945
-14% -$89.3K 0.01% 1213
2024
Q2 		$589K Sell
13,523
-262
-2% -$11.7K 0.01% 1158
2024
Q1 		$700K Sell
13,785
-75
-0.5% -$3.67K 0.01% 1081
2023
Q4 		$704K Sell
13,860
-46
-0.3% -$1.99K 0.01% 1034
2023
Q3 		$561K Sell
13,906
-41
-0.3% -$1.74K 0.01% 1079
2023
Q2 		$526K Buy
13,947
+1,085
+8% +$40.1K 0.01% 1132
2023
Q1 		$507K Buy
12,862
+948
+8% +$45.5K 0.01% 1129
2022
Q4 		$564K Buy
11,914
+651
+6% +$32.6K 0.01% 1013
2022
Q3 		$509K Buy
11,263
+1,623
+17% +$75.1K 0.01% 1008
2022
Q2 		$406K Sell
9,640
-1,139
-11% -$54.9K 0.01% 1067
2022
Q1 		$605K Buy
+10,779
New +$640K 0.01% 962

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

Atria Wealth Solutions's WBS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Webster Financial (WBS) stake by 0.76% in Q2 2025, selling an estimated $4.39K and leaving 11,476 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #823.

Atria Wealth Solutions first reported a position in WBS in Q1 2022 and has held it in 14 quarters since. The position peaked at $704K in Q4 2023. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Atria Wealth Solutions held 11,476 shares of Webster Financial worth $627K as of Q2 2025.
  • Atria Wealth Solutions sold 88 Webster Financial shares in Q2 2025, an estimated $4.39K.
  • Webster Financial made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #823 holding.
  • Atria Wealth Solutions first reported a position in Webster Financial in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Webster Financial position peaked at $704K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.