Corient Private Wealth
WBS icon

Corient Private Wealth’s Webster Financial WBS Stock Holding History

Corient Private Wealth’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
Q1 		$722K Sell
10,471
-13,758
-57% -$942K ﹤0.01% 1829
2025
Q4 		$1.53M Buy
24,229
+13,120
+118% +$779K ﹤0.01% 1665
2025
Q3 		$660K Sell
11,109
-4,560
-29% -$272K ﹤0.01% 1645
2025
Q2 		$856K Sell
15,669
-4,210
-21% -$210K ﹤0.01% 1436
2025
Q1 		$1.02M Sell
19,879
-6,955
-26% -$387K ﹤0.01% 1267
2024
Q4 		$1.48M Sell
26,834
-3,337
-11% -$183K ﹤0.01% 1126
2024
Q3 		$1.41M Sell
30,171
-2,686
-8% -$123K ﹤0.01% 1252
2024
Q2 		$1.43M Sell
32,857
-36,495
-53% -$1.63M ﹤0.01% 1182
2024
Q1 		$3.52M Sell
69,352
-750
-1% -$36.7K 0.01% 809
2023
Q4 		$3.56M Sell
70,102
-213
-0.3% -$9.21K 0.01% 798
2023
Q3 		$2.83M Sell
70,315
-1,039
-1% -$44.2K 0.01% 796
2023
Q2 		$2.69M Buy
+71,354
New +$2.63M 0.01% 812

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return