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Avantax Advisory Services’s Webster Financial WBS Stock Holding History

Avantax Advisory Services’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 		$315K Buy
5,767
+1,312
+29% +$65.4K ﹤0.01% 1869
2025
Q1 		$230K Buy
4,455
+377
+9% +$21K ﹤0.01% 2013
2024
Q4 		$225K Buy
+4,078
New +$224K ﹤0.01% 1982

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

Avantax Advisory Services's WBS Position: Q2 2025 in Review

Avantax Advisory Services increased its Webster Financial (WBS) stake by 29% in Q2 2025, buying an estimated $65.4K and bringing the position to 5,767 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Avantax Advisory Services first reported a position in WBS in Q4 2024 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Avantax Advisory Services held 5,767 shares of Webster Financial worth $315K as of Q2 2025.
  • Avantax Advisory Services bought 1,312 Webster Financial shares in Q2 2025, an estimated $65.4K.
  • Webster Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1869 holding.
  • Avantax Advisory Services first reported a position in Webster Financial in Q4 2024 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.