BFG
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Bleakley Financial Group’s Webster Financial WBS Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-5,666
Closed -$313K – 1016
2024
Q4 		$313K Buy
5,666
+78
+1% +$4.28K 0.01% 786
2024
Q3 		$260K Sell
5,588
-68
-1% -$3.12K 0.01% 835
2024
Q2 		$247K Sell
5,656
-331
-6% -$14.7K 0.01% 818
2024
Q1 		$304K Buy
5,987
+524
+10% +$25.6K 0.01% 755
2023
Q4 		$277K Buy
5,463
+73
+1% +$3.15K 0.01% 759
2023
Q3 		$217K Sell
5,390
-188
-3% -$8K 0.01% 778
2023
Q2 		$211K Buy
5,578
+162
+3% +$5.98K 0.01% 830
2023
Q1 		$213K Buy
5,416
+1,013
+23% +$48.6K 0.01% 805
2022
Q4 		$208K Buy
+4,403
New +$220K 0.01% 786

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