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Ethos Financial Group’s Webster Financial WBS Stock Holding History

Ethos Financial Group’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
Q1 		– Sell
-406
Closed -$22.4K – 502
2024
Q4 		$22.4K Buy
+406
New +$22.3K ﹤0.01% 363

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ethos Financial Group's WBS Position: Q1 2025 in Review

Ethos Financial Group sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 406 shares — an estimated $22.4K sold.

Ethos Financial Group first reported a position in WBS in Q4 2024 and held it in 1 quarter. The position peaked at $22.4K in Q4 2024. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Ethos Financial Group reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Ethos Financial Group sold 406 Webster Financial shares in Q1 2025, an estimated $22.4K.
  • Ethos Financial Group first reported a position in Webster Financial in Q4 2024 and held it in 1 quarter.
  • Ethos Financial Group's Webster Financial position peaked at $22.4K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.