Covestor’s Webster Financial WBS Stock Holding History

Covestor’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	$18K	Sell	258 -128	-33%	-$8.76K	0.01%	1160
2025 Q4	$24K	Sell	386 -33	-8%	-$1.96K	0.01%	1215
2025 Q3	$25K	Sell	419 -383	-48%	-$22.8K	0.01%	1201
2025 Q2	$44K	Buy	802 +526	+191%	+$26.2K	0.03%	946
2025 Q1	$14K	Sell	276 -1,771	-87%	-$98.5K	0.01%	1324
2024 Q4	$113K	Buy	2,047 +152	+8%	+$8.35K	0.07%	448
2024 Q3	$89K	Buy	1,895 +276	+17%	+$12.7K	0.06%	604
2024 Q2	$71K	Sell	1,619 -850	-34%	-$37.8K	0.05%	695
2024 Q1	$125K	Sell	2,469 -285	-10%	-$13.9K	0.08%	384
2023 Q4	$140K	Sell	2,754 -775	-22%	-$33.5K	0.1%	289
2023 Q3	$142K	Buy	3,529 +513	+17%	+$21.8K	0.11%	246
2023 Q2	$114K	Buy	3,016 +1,740	+136%	+$64.2K	0.09%	361
2023 Q1	$50K	Buy	1,276 +652	+104%	+$31.3K	0.04%	710
2022 Q4	$30K	Sell	624 -223	-26%	-$11.2K	0.02%	918
2022 Q3	$38K	Buy	847 +30	+4%	+$1.39K	0.03%	803
2022 Q2	$34K	Sell	817 -257	-24%	-$12.4K	0.03%	849
2022 Q1	$60K	Buy	1,074 +572	+114%	+$34K	0.04%	741
2021 Q4	$28K	Buy	+502	New	+$28.3K	0.04%	776

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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