Everhart Financial Group’s Webster Financial WBS Stock Holding History

Everhart 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
2026 Q3	–	Sell	-5,613	Closed	-$429K	–	518
2026 Q2	$429K	Buy	5,613 +220	+4%	+$16K	0.03%	300
2026 Q1	$374K	Buy	5,393 +1,990	+58%	+$136K	0.03%	325
2025 Q4	$214K	Buy	+3,403	New	+$202K	0.02%	400

Everhart Financial Group's WBS Position: Q3 2026 in Review

Everhart Financial Group sold out of Webster Financial (WBS) in Q3 2026, closing a stake of 5,613 shares — an estimated $429K sold.

Everhart Financial Group first reported a position in WBS in Q4 2025 and held it in 3 quarters. The position peaked at $429K in Q2 2026. 0 funds tracked by Wall St. Rank hold WBS as of Q3 2026.

Everhart Financial Group reported no remaining Webster Financial position as of Q3 2026 after selling out during the quarter.
Everhart Financial Group sold 5,613 Webster Financial shares in Q3 2026, an estimated $429K.
Everhart Financial Group first reported a position in Webster Financial in Q4 2025 and held it in 3 quarters.
Everhart Financial Group's Webster Financial position peaked at $429K in Q2 2026.
0 funds tracked by Wall St. Rank held Webster Financial as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.