CWM
WBS

Compass Wealth Management’s Webster Financial WBS Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-259
Closed -$13.4K – 417
2025
Q1 		$13.4K Hold
259
– – ﹤0.01% 341
2024
Q4 		$14.3K Hold
259
– – ﹤0.01% 333
2024
Q3 		$12.1K Hold
259
– – ﹤0.01% 344
2024
Q2 		$11.3K Hold
259
– – ﹤0.01% 351
2024
Q1 		$13.2K Hold
259
– – ﹤0.01% 339
2023
Q4 		$13.1K Hold
259
– – ﹤0.01% 331
2023
Q3 		$10.4K Buy
+259
New +$11K ﹤0.01% 344

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Compass Wealth Management's WBS Position: Q2 2025 in Review

Compass Wealth Management sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 259 shares — an estimated $13.4K sold.

Compass Wealth Management first reported a position in WBS in Q3 2023 and held it in 7 quarters. The position peaked at $14.3K in Q4 2024. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Compass Wealth Management reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 259 Webster Financial shares in Q2 2025, an estimated $13.4K.
  • Compass Wealth Management first reported a position in Webster Financial in Q3 2023 and held it in 7 quarters.
  • Compass Wealth Management's Webster Financial position peaked at $14.3K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.