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CBIZ Investment Advisory Services’s Webster Financial WBS Stock Holding History

CBIZ Investment Advisory Services’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
-3
Closed -$164 – 790
2025
Q2 		$164 Buy
+3
New +$150 ﹤0.01% 700

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Dimensional Fund Advisors
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State Street
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Invesco
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T. Rowe Price Associates
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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

CBIZ Investment Advisory Services's WBS Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 3 shares — an estimated $164 sold.

CBIZ Investment Advisory Services first reported a position in WBS in Q2 2025 and held it in 1 quarter. The position peaked at $164 in Q2 2025. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 3 Webster Financial shares in Q3 2025, an estimated $164.
  • CBIZ Investment Advisory Services first reported a position in Webster Financial in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Webster Financial position peaked at $164 in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.