Financial Consulate’s Webster Financial WBS Stock Holding History

Financial Consulate’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 Q4	–	Sell	-15	Closed	-$892	–	1454
2025 Q3	$892	Buy	+15	New	+$894	﹤0.01%	885

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Consulate's WBS Position: Q4 2025 in Review

Financial Consulate sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 15 shares — an estimated $892 sold.

Financial Consulate first reported a position in WBS in Q3 2025 and held it in 1 quarter. The position peaked at $892 in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

Financial Consulate reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 15 Webster Financial shares in Q4 2025, an estimated $892.
Financial Consulate first reported a position in Webster Financial in Q3 2025 and held it in 1 quarter.
Financial Consulate's Webster Financial position peaked at $892 in Q3 2025.
536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.