CA
WBS icon

CoreCap Advisors’s Webster Financial WBS Stock Holding History

CoreCap 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
2026
Q2 		$382 Buy
5
+1
+25% +$73 ﹤0.01% 2917
2026
Q1 		$278 Hold
4
– – ﹤0.01% 2729
2025
Q4 		$252 Hold
4
– – ﹤0.01% 2785
2025
Q3 		$238 Hold
4
– – ﹤0.01% 2652
2025
Q2 		$218 Sell
4
-11
-73% -$548 ﹤0.01% 2615
2025
Q1 		$773 Buy
15
+10
+200% +$556 ﹤0.01% 2583
2024
Q4 		$276 Hold
5
– – ﹤0.01% 2651
2024
Q3 		$233 Buy
+5
New +$229 ﹤0.01% 2484
2024
Q2 		– Sell
-389
Closed -$19.8K – 2609
2024
Q1 		$19.8K Buy
+389
New +$19K ﹤0.01% 1486

Other funds holding WBS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return