FFA
WBS

First Foundation Advisors’s Webster Financial WBS Stock Holding History

First Foundation 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
Q3 		– Sell
-12,403
Closed -$677K – 351
2025
Q2 		$677K Buy
12,403
+1,400
+13% +$69.8K 0.03% 218
2025
Q1 		$567K Buy
11,003
+950
+9% +$52.9K 0.02% 213
2024
Q4 		$555K Sell
10,053
-27,819
-73% -$1.53M 0.02% 219
2024
Q3 		$1.77M Sell
37,872
-18
-0% -$826 0.07% 133
2024
Q2 		$1.65M Sell
37,890
-43
-0.1% -$1.92K 0.06% 131
2024
Q1 		$1.93M Sell
37,933
-93
-0.2% -$4.55K 0.08% 120
2023
Q4 		$1.93M Sell
38,026
-37
-0.1% -$1.6K 0.09% 118
2023
Q3 		$1.53M Sell
38,063
-23
-0.1% -$978 0.07% 141
2023
Q2 		$1.44M Sell
38,086
-95
-0.2% -$3.51K 0.06% 154
2023
Q1 		$1.51M Buy
38,181
+35
+0.1% +$1.68K 0.07% 145
2022
Q4 		$1.81M Sell
38,146
-37,121
-49% -$1.86M 0.09% 136
2022
Q3 		$3.4M Sell
75,267
-77
-0.1% -$3.56K 0.17% 89
2022
Q2 		$3.18M Buy
75,344
+308
+0.4% +$14.8K 0.14% 96
2022
Q1 		$4.21M Buy
+75,036
New +$4.45M 0.15% 86

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Foundation Advisors's WBS Position: Q3 2025 in Review

First Foundation Advisors sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 12,403 shares — an estimated $677K sold.

First Foundation Advisors first reported a position in WBS in Q1 2022 and held it in 14 quarters. The position peaked at $4.21M in Q1 2022. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • First Foundation Advisors reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • First Foundation Advisors sold 12,403 Webster Financial shares in Q3 2025, an estimated $677K.
  • First Foundation Advisors first reported a position in Webster Financial in Q1 2022 and held it in 14 quarters.
  • First Foundation Advisors's Webster Financial position peaked at $4.21M in Q1 2022.
  • 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.