BFS
WBS

Bard Financial Services’s Webster Financial WBS Stock Holding History

Bard Financial 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
Q3 		$1.71M Sell
28,800
-250
-0.9% -$14.9K 0.19% 95
2025
Q2 		$1.59M Sell
29,050
-5,000
-15% -$249K 0.19% 96
2025
Q1 		$1.76M Hold
34,050
– – 0.21% 89
2024
Q4 		$1.88M Sell
34,050
-625
-2% -$34.3K 0.23% 91
2024
Q3 		$1.62M Sell
34,675
-8,250
-19% -$379K 0.19% 94
2024
Q2 		$1.87M Sell
42,925
-2,000
-4% -$89.1K 0.19% 93
2024
Q1 		$2.28M Sell
44,925
-1,400
-3% -$68.5K 0.24% 86
2023
Q4 		$2.35M Sell
46,325
-2,750
-6% -$119K 0.26% 82
2023
Q3 		$1.98M Buy
49,075
+550
+1% +$23.4K 0.24% 82
2023
Q2 		$1.83M Buy
48,525
+9,025
+23% +$333K 0.14% 125
2023
Q1 		$1.56M Buy
39,500
+4,225
+12% +$203K 0.12% 131
2022
Q4 		$1.67M Buy
35,275
+1,875
+6% +$93.9K 0.14% 125
2022
Q3 		$1.51M Buy
33,400
+5,250
+19% +$243K 0.14% 129
2022
Q2 		$1.19M Buy
28,150
+22,450
+394% +$1.08M 0.11% 142
2022
Q1 		$320K Hold
5,700
– – 0.03% 235
2021
Q4 		$318K Hold
5,700
– – 0.03% 226
2021
Q3 		$310K Hold
5,700
– – 0.03% 223
2021
Q2 		$304K Hold
5,700
– – 0.03% 219
2021
Q1 		$314K Hold
5,700
– – 0.03% 210
2020
Q4 		$240K Buy
+5,700
New +$206K 0.02% 226

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's WBS Position: Q3 2025 in Review

Bard Financial Services reduced its Webster Financial (WBS) stake by 0.86% in Q3 2025, selling an estimated $14.9K and leaving 28,800 shares worth $1.71M. The position accounts for 0.19% of the portfolio, ranked #95.

Bard Financial Services first reported a position in WBS in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.35M in Q4 2023. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Bard Financial Services held 28,800 shares of Webster Financial worth $1.71M as of Q3 2025.
  • Bard Financial Services sold 250 Webster Financial shares in Q3 2025, an estimated $14.9K.
  • Webster Financial made up 0.19% of Bard Financial Services's portfolio in Q3 2025, its #95 holding.
  • Bard Financial Services first reported a position in Webster Financial in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Webster Financial position peaked at $2.35M in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.