BFG
WBS

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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bleakley Financial Group's WBS Position: Q1 2025 in Review

Bleakley Financial Group sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 5,666 shares — an estimated $313K sold.

Bleakley Financial Group first reported a position in WBS in Q4 2022 and held it in 9 quarters. The position peaked at $313K in Q4 2024. 492 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Bleakley Financial Group reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 5,666 Webster Financial shares in Q1 2025, an estimated $313K.
  • Bleakley Financial Group first reported a position in Webster Financial in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Webster Financial position peaked at $313K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.