BWM
WBS icon

BCGM Wealth Management’s Webster Financial WBS Stock Holding History

BCGM 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
Q4 		– Sell
-15,090
Closed -$897K – 187
2025
Q3 		$897K Sell
15,090
-1,071
-7% -$63.8K 0.23% 84
2025
Q2 		$882K Buy
16,161
+186
+1% +$9.27K 0.25% 79
2025
Q1 		$823K Buy
15,975
+1,214
+8% +$67.5K 0.25% 79
2024
Q4 		$815K Sell
14,761
-1,332
-8% -$73.2K 0.26% 78
2024
Q3 		$750K Sell
16,093
-875
-5% -$40.2K 0.24% 79
2024
Q2 		$740K Sell
16,968
-9,351
-36% -$416K 0.26% 78
2024
Q1 		$1.34M Buy
26,319
+418
+2% +$20.4K 0.48% 55
2023
Q4 		$1.31M Buy
25,901
+1,320
+5% +$57K 0.54% 48
2023
Q3 		$991K Buy
24,581
+3,465
+16% +$147K 0.46% 53
2023
Q2 		$797K Buy
21,116
+1,497
+8% +$55.3K 0.35% 57
2023
Q1 		$773K Buy
19,619
+9,341
+91% +$448K 0.39% 55
2022
Q4 		$487K Sell
10,278
-6
-0.1% -$300 0.24% 66
2022
Q3 		$542K Buy
10,284
+2,032
+25% +$94K 0.27% 62
2022
Q2 		$383K Buy
8,252
+1,943
+31% +$93.6K 0.19% 73
2022
Q1 		$315K Buy
6,309
+1,889
+43% +$112K 0.17% 85
2021
Q4 		$247K Buy
+4,420
New +$249K 0.13% 96

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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