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Atticus Wealth Management’s Webster Financial WBS Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-13
Closed -$710 – 639
2025
Q2 		$710 Buy
+13
New +$648 ﹤0.01% 614

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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atticus Wealth Management's WBS Position: Q3 2025 in Review

Atticus Wealth Management sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 13 shares — an estimated $710 sold.

Atticus Wealth Management first reported a position in WBS in Q2 2025 and held it in 1 quarter. The position peaked at $710 in Q2 2025. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Atticus Wealth Management reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 13 Webster Financial shares in Q3 2025, an estimated $710.
  • Atticus Wealth Management first reported a position in Webster Financial in Q2 2025 and held it in 1 quarter.
  • Atticus Wealth Management's Webster Financial position peaked at $710 in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.