Avion Wealth’s Webster Financial WBS Stock Holding History

Avion Wealth’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	$4K	Hold	60	–	–	﹤0.01%	741
2025 Q4	$3K	Sell	60 -11	-15%	-$653	﹤0.01%	824
2025 Q3	$4K	Hold	71	–	–	﹤0.01%	718
2025 Q2	$3K	Buy	71 +14	+25%	+$698	﹤0.01%	764
2025 Q1	$3K	Hold	57	–	–	﹤0.01%	681
2024 Q4	$3K	Buy	57 +9	+19%	+$494	﹤0.01%	678
2024 Q3	$2K	Buy	48 +11	+30%	+$505	﹤0.01%	732
2024 Q2	$1K	Sell	37 -9	-20%	-$401	﹤0.01%	841
2024 Q1	$3K	Buy	46 +21	+84%	+$1.03K	﹤0.01%	608
2023 Q4	$1K	Buy	25 +13	+108%	+$562	﹤0.01%	1016
2023 Q3	$0	Buy	+12	New	+$510	﹤0.01%	1229

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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 $653B AUM 32.41% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return