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Cobblestone Capital Advisors’s Webster Financial WBS Stock Holding History

Cobblestone Capital Advisors’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 		$641K Sell
10,788
-82
-0.8% -$4.89K 0.03% 178
2025
Q2 		$594K Sell
10,870
-4,619
-30% -$230K 0.03% 179
2025
Q1 		$798K Sell
15,489
-1,547
-9% -$86.1K 0.04% 152
2024
Q4 		$941K Sell
17,036
-8
-0% -$439 0.05% 141
2024
Q3 		$794K Buy
17,044
+151
+0.9% +$6.93K 0.04% 148
2024
Q2 		$736K Sell
16,893
-12
-0.1% -$534 0.05% 144
2024
Q1 		$858K Buy
16,905
+667
+4% +$32.6K 0.05% 135
2023
Q4 		$824K Buy
16,238
+6,007
+59% +$260K 0.05% 144
2023
Q3 		$412K Buy
10,231
+213
+2% +$9.06K 0.03% 173
2023
Q2 		$378K Sell
10,018
-10
-0.1% -$369 0.03% 193
2023
Q1 		$395K Buy
10,028
+5,043
+101% +$242K 0.03% 189
2022
Q4 		$236K Buy
+4,985
New +$250K 0.02% 242

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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
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

Cobblestone Capital Advisors's WBS Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Webster Financial (WBS) stake by 0.75% in Q3 2025, selling an estimated $4.89K and leaving 10,788 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #178.

Cobblestone Capital Advisors first reported a position in WBS in Q4 2022 and has held it in 12 quarters since. The position peaked at $941K in Q4 2024. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Cobblestone Capital Advisors held 10,788 shares of Webster Financial worth $641K as of Q3 2025.
  • Cobblestone Capital Advisors sold 82 Webster Financial shares in Q3 2025, an estimated $4.89K.
  • Webster Financial made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #178 holding.
  • Cobblestone Capital Advisors first reported a position in Webster Financial in Q4 2022 and has held it in 12 quarters since.
  • Cobblestone Capital Advisors's Webster Financial position peaked at $941K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.