CFO
WBS

CVA Family Office’s Webster Financial WBS Stock Holding History

CVA Family Office’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
Q2 		– Sell
-13
Closed -$670 – 1460
2025
Q1 		$670 Buy
+13
New +$723 ﹤0.01% 1172
2023
Q2 		– Sell
-315
Closed -$12.4K – 1073
2023
Q1 		$12.4K Buy
315
+310
+6,200% +$14.9K ﹤0.01% 659
2022
Q4 		$237 Buy
+5
New +$250 ﹤0.01% 929
2022
Q3 		– Sell
-155
Closed -$7K – 945
2022
Q2 		$7K Buy
+155
New +$7.46K ﹤0.01% 707
2021
Q2 		– Sell
-35
Closed -$2K – 985
2021
Q1 		$2K Buy
+35
New +$1.86K ﹤0.01% 726

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CVA Family Office's WBS Position: Q2 2025 in Review

CVA Family Office sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 13 shares — an estimated $670 sold.

CVA Family Office first reported a position in WBS in Q1 2021 and held it in 5 quarters. The position peaked at $12.4K in Q1 2023. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • CVA Family Office reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • CVA Family Office sold 13 Webster Financial shares in Q2 2025, an estimated $670.
  • CVA Family Office first reported a position in Webster Financial in Q1 2021 and held it in 5 quarters.
  • CVA Family Office's Webster Financial position peaked at $12.4K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.