BSB
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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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return