CT
PBCT

Caldwell Trust’s People's United Financial Inc PBCT Stock Holding History

Caldwell Trust’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$2K – 768
2022
Q1 		$2K Hold
100
– – ﹤0.01% 717
2021
Q4 		$1.78K Hold
100
– – ﹤0.01% 714
2021
Q3 		$1.75K Hold
100
– – ﹤0.01% 707
2021
Q2 		$1.71K Buy
+100
New +$1.83K ﹤0.01% 717
2020
Q2 		– Sell
-1,000
Closed -$11.1K – 800
2020
Q1 		$11.1K Hold
1,000
– – ﹤0.01% 620
2019
Q4 		$16.9K Buy
+1,000
New +$16.4K ﹤0.01% 610

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Caldwell Trust's PBCT Position: Q2 2022 in Review

Caldwell Trust sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

Caldwell Trust first reported a position in PBCT in Q4 2019 and held it in 6 quarters. The position peaked at $16.9K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Caldwell Trust reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 100 People's United Financial Inc shares in Q2 2022, an estimated $2K.
  • Caldwell Trust first reported a position in People's United Financial Inc in Q4 2019 and held it in 6 quarters.
  • Caldwell Trust's People's United Financial Inc position peaked at $16.9K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.