Elevation Wealth Partners’s Webster Financial WBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-104
Closed -$7.95K – 1415
2026
Q2
$7.95K Buy
+104
New +$7.56K ﹤0.01% 891

Elevation Wealth Partners's WBS Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Webster Financial (WBS) in Q3 2026, closing a stake of 104 shares — an estimated $7.95K sold.

Elevation Wealth Partners first reported a position in WBS in Q2 2026 and held it in 1 quarter. The position peaked at $7.95K in Q2 2026. 0 funds tracked by Wall St. Rank hold WBS as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Webster Financial position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 104 Webster Financial shares in Q3 2026, an estimated $7.95K.
  • Elevation Wealth Partners first reported a position in Webster Financial in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Webster Financial position peaked at $7.95K in Q2 2026.
  • 0 funds tracked by Wall St. Rank held Webster Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.