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DIA
Dana Investment Advisors’s
Webster Financial
WBS
Stock Holding History
Dana Investment 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
Q1
$11.2M
Sell
160,725
-363
-0.2%
-$24.9K
0.33%
67
2025
Q4
$10.1M
Buy
161,088
+474
+0.3%
+$28.1K
0.3%
69
2025
Q3
$9.55M
Sell
160,614
-1,149
-0.7%
-$68.5K
0.28%
77
2025
Q2
$8.83M
Sell
161,763
-2,615
-2%
-$130K
0.29%
79
2025
Q1
$8.47M
Sell
164,378
-4,228
-3%
-$235K
0.3%
76
2024
Q4
$9.31M
Sell
168,606
-9,710
-5%
-$533K
0.31%
73
2024
Q3
$8.31M
Sell
178,316
-21,271
-11%
-$976K
0.28%
94
2024
Q2
$8.7M
Sell
199,587
-181,866
-48%
-$8.1M
0.29%
91
2024
Q1
$19.4M
Buy
381,453
+200,592
+111%
+$9.81M
0.64%
35
2023
Q4
$9.18M
Sell
180,861
-43,572
-19%
-$1.88M
0.44%
69
2023
Q3
$9.05M
Sell
224,433
-34,421
-13%
-$1.46M
0.46%
69
2023
Q2
$9.77M
Buy
258,854
+83,239
+47%
+$3.07M
0.48%
65
2023
Q1
$6.92M
Buy
+175,615
New
+$8.43M
0.35%
79
Other funds holding WBS
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
New York
$134B AUM
35.51%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Tudor Investment Corp
Stamford, Connecticut
$18.6B AUM
29.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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