Bangor Savings Bank’s Webster Financial WBS Stock Holding History

Bangor Savings Bank’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 Q2	$30.6K	Hold	400	–	–	﹤0.01%	336
2026 Q1	$27.8K	Hold	400	–	–	﹤0.01%	346
2025 Q4	$25.2K	Hold	400	–	–	﹤0.01%	361
2025 Q3	$23.8K	Hold	400	–	–	﹤0.01%	367
2025 Q2	$21.8K	Hold	400	–	–	﹤0.01%	375
2025 Q1	$20.6K	Hold	400	–	–	﹤0.01%	377
2024 Q4	$22.1K	Sell	400 -200	-33%	-$11K	﹤0.01%	373
2024 Q3	$28K	Hold	600	–	–	﹤0.01%	348
2024 Q2	$26.2K	Hold	600	–	–	﹤0.01%	341
2024 Q1	$30.5K	Hold	600	–	–	﹤0.01%	329
2023 Q4	$30.5K	Sell	600 -100	-14%	-$4.32K	﹤0.01%	334
2023 Q3	$28.2K	Sell	700 -300	-30%	-$12.8K	﹤0.01%	337
2023 Q2	$37.8K	Hold	1,000	–	–	﹤0.01%	328
2023 Q1	$39.4K	Hold	1,000	–	–	﹤0.01%	319
2022 Q4	$47K	Hold	1,000	–	–	0.01%	303
2022 Q3	$45K	Hold	1,000	–	–	0.01%	306
2022 Q2	$42K	Buy	+1,000	New	+$48.2K	﹤0.01%	314

Other funds holding WBS

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return