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Continuum Advisory’s Webster Financial WBS Stock Holding History

Continuum Advisory’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
-11
Closed -$607 – 1948
2024
Q4 		$607 Hold
11
– – ﹤0.01% 1706
2024
Q3 		$657 Hold
11
– – ﹤0.01% 1726
2024
Q2 		$479 Hold
11
– – ﹤0.01% 1608
2024
Q1 		$505 Buy
+11
New +$538 ﹤0.01% 1607

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

Continuum Advisory's WBS Position: Q1 2025 in Review

Continuum Advisory sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 11 shares — an estimated $607 sold.

Continuum Advisory first reported a position in WBS in Q1 2024 and held it in 4 quarters. The position peaked at $657 in Q3 2024. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Continuum Advisory reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 11 Webster Financial shares in Q1 2025, an estimated $607.
  • Continuum Advisory first reported a position in Webster Financial in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Webster Financial position peaked at $657 in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.