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Bartlett & Co Wealth Management’s Webster Financial WBS Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-60
Closed -$3.28K – 1280
2025
Q2 		$3.28K Buy
+60
New +$2.99K ﹤0.01% 1046

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's WBS Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 60 shares — an estimated $3.28K sold.

Bartlett & Co Wealth Management first reported a position in WBS in Q2 2025 and held it in 1 quarter. The position peaked at $3.28K in Q2 2025. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 60 Webster Financial shares in Q3 2025, an estimated $3.28K.
  • Bartlett & Co Wealth Management first reported a position in Webster Financial in Q2 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Webster Financial position peaked at $3.28K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.