FA
WBS

Fiducient Advisors’s Webster Financial WBS Stock Holding History

Fiducient Advisors’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
Q2 		– Sell
-76,506
Closed -$3.94M – 178
2025
Q1 		$3.94M Buy
+76,506
New +$4.26M 0.49% 32
2023
Q1 		– Sell
-14,300
Closed -$677K – 166
2022
Q4 		$677K Buy
+14,300
New +$716K 0.2% 68

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fiducient Advisors's WBS Position: Q2 2025 in Review

Fiducient Advisors sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 76,506 shares — an estimated $3.94M sold.

Fiducient Advisors first reported a position in WBS in Q4 2022 and held it in 2 quarters. The position peaked at $3.94M in Q1 2025. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Fiducient Advisors reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • Fiducient Advisors sold 76,506 Webster Financial shares in Q2 2025, an estimated $3.94M.
  • Fiducient Advisors first reported a position in Webster Financial in Q4 2022 and held it in 2 quarters.
  • Fiducient Advisors's Webster Financial position peaked at $3.94M in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Fiducient Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.