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Concourse Financial Group Securities’s Webster Financial WBS Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-2,740
Closed -$163K – 2067
2024
Q4 		$163K Sell
2,740
-377
-12% -$20.7K 0.01% 797
2024
Q3 		$145K Sell
3,117
-16
-0.5% -$734 0.01% 830
2024
Q2 		$137K Buy
3,133
+3
+0.1% +$134 0.01% 829
2024
Q1 		$159K Buy
3,130
+142
+5% +$6.94K 0.01% 760
2023
Q4 		$152K Sell
2,988
-230
-7% -$9.94K 0.01% 752
2023
Q3 		$130K Sell
3,218
-46
-1% -$1.96K 0.01% 758
2023
Q2 		$123K Buy
3,264
+187
+6% +$6.9K 0.01% 804
2023
Q1 		$121K Buy
3,077
+19
+0.6% +$912 0.01% 815
2022
Q4 		$145K Sell
3,058
-53
-2% -$2.65K 0.01% 712
2022
Q3 		$141K Sell
3,111
-156
-5% -$7.22K 0.01% 624
2022
Q2 		$138K Sell
3,267
-93
-3% -$4.48K 0.01% 708
2022
Q1 		$189K Buy
3,360
+2,780
+479% +$165K 0.01% 649
2021
Q4 		$32K Hold
580
– – ﹤0.01% 1478
2021
Q3 		$32K Hold
580
– – ﹤0.01% 1501
2021
Q2 		$31K Hold
580
– – ﹤0.01% 1498
2021
Q1 		$32K Hold
580
– – ﹤0.01% 1404
2020
Q4 		$24K Hold
580
– – ﹤0.01% 1403
2020
Q3 		$15K Buy
580
+267
+85% +$7.23K ﹤0.01% 1457
2020
Q2 		$9K Sell
313
-489
-61% -$13K ﹤0.01% 1533
2020
Q1 		$18K Buy
802
+445
+125% +$18.1K ﹤0.01% 1285
2019
Q4 		$19K Buy
357
+326
+1,052% +$15.7K ﹤0.01% 1274
2019
Q3 		$1K Sell
31
-313
-91% -$14.8K ﹤0.01% 1701
2019
Q2 		$16K Sell
344
-31
-8% -$1.54K ﹤0.01% 1340
2019
Q1 		$19K Sell
375
-13
-3% -$705 ﹤0.01% 1299
2018
Q4 		$19K Buy
388
+279
+256% +$15.9K ﹤0.01% 1185
2018
Q3 		$6K Buy
+109
New +$7.09K ﹤0.01% 1360

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Concourse Financial Group Securities's WBS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 2,740 shares — an estimated $163K sold.

Concourse Financial Group Securities first reported a position in WBS in Q3 2018 and held it in 26 quarters. The position peaked at $189K in Q1 2022. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,740 Webster Financial shares in Q1 2025, an estimated $163K.
  • Concourse Financial Group Securities first reported a position in Webster Financial in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Webster Financial position peaked at $189K in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.