FMI
WBS icon

F/M Investments’s Webster Financial WBS Stock Holding History

F/M Investments’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 		$289K Sell
5,037
-2,998
-37% -$205K 0.02% 293
2025
Q4 		$506K Hold
8,035
– – 0.02% 335
2025
Q3 		$478K Sell
8,035
-208
-3% -$12.4K 0.02% 336
2025
Q2 		$450K Buy
8,243
+222
+3% +$11.1K 0.02% 330
2025
Q1 		$413K Sell
8,021
-61
-0.8% -$3.39K 0.02% 336
2024
Q4 		$446K Buy
+8,082
New +$444K 0.02% 330
2024
Q3 		– Sell
-68,478
Closed -$2.98M – 361
2024
Q2 		$2.98M Buy
+68,478
New +$3.05M 0.11% 189

Other funds holding WBS

BlackRock
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
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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return