Cetera Investment Advisers
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Cetera Investment Advisers’s Webster Financial WBS Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$2.42M Sell
34,842
-4,560
-12% -$312K ﹤0.01% 2121
2025
Q4 		$2.48M Buy
39,402
+6,811
+21% +$404K ﹤0.01% 2024
2025
Q3 		$1.94M Buy
32,591
+8,855
+37% +$528K ﹤0.01% 2192
2025
Q2 		$1.3M Sell
23,736
-354
-1% -$17.6K ﹤0.01% 2164
2025
Q1 		$1.24M Buy
24,090
+2,791
+13% +$155K ﹤0.01% 2095
2024
Q4 		$1.18M Buy
21,299
+259
+1% +$14.2K ﹤0.01% 2054
2024
Q3 		$981K Sell
21,040
-510
-2% -$23.4K ﹤0.01% 2141
2024
Q2 		$939K Sell
21,550
-10,516
-33% -$468K ﹤0.01% 2117
2024
Q1 		$1.63M Buy
32,066
+25,683
+402% +$1.26M ﹤0.01% 1708
2023
Q4 		$324K Buy
6,383
+291
+5% +$12.6K ﹤0.01% 1746
2023
Q3 		$246K Sell
6,092
-1,799
-23% -$76.5K ﹤0.01% 1855
2023
Q2 		$298K Buy
7,891
+1,751
+29% +$64.6K ﹤0.01% 1759
2023
Q1 		$242K Buy
+6,140
New +$295K ﹤0.01% 1832
2022
Q2 		– Sell
-3,652
Closed -$205K – 1959
2022
Q1 		$205K Buy
+3,652
New +$217K ﹤0.01% 1702
2021
Q3 		– Sell
-4,158
Closed -$222K – 1881
2021
Q2 		$222K Buy
+4,158
New +$231K ﹤0.01% 1609

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Cetera Investment Advisers's WBS Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Webster Financial (WBS) stake by 12% in Q1 2026, selling an estimated $312K and leaving 34,842 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Cetera Investment Advisers first reported a position in WBS in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.48M in Q4 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Cetera Investment Advisers held 34,842 shares of Webster Financial worth $2.42M as of Q1 2026.
  • Cetera Investment Advisers sold 4,560 Webster Financial shares in Q1 2026, an estimated $312K.
  • Webster Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2121 holding.
  • Cetera Investment Advisers first reported a position in Webster Financial in Q2 2021 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Webster Financial position peaked at $2.48M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.