DZ Bank’s Webster Financial WBS Stock Holding History

DZ Bank’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
2024 Q4	–	Sell	-3,096	Closed	-$144K	–	1047
2024 Q3	$144K	Hold	3,096	–	–	﹤0.01%	867
2024 Q2	$135K	Buy	+3,096	New	+$138K	﹤0.01%	898

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DZ Bank's WBS Position: Q4 2024 in Review

DZ Bank sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 3,096 shares — an estimated $144K sold.

DZ Bank first reported a position in WBS in Q2 2024 and held it in 2 quarters. The position peaked at $144K in Q3 2024. 471 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

DZ Bank reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
DZ Bank sold 3,096 Webster Financial shares in Q4 2024, an estimated $144K.
DZ Bank first reported a position in Webster Financial in Q2 2024 and held it in 2 quarters.
DZ Bank's Webster Financial position peaked at $144K in Q3 2024.
471 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on DZ Bank's 13F filing for Q4 2024, filed 14 Feb 2025.