Focus Partners Wealth
WBS icon

Focus Partners Wealth’s Webster Financial WBS Stock Holding History

Focus Partners Wealth’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 		$1.25M Buy
18,051
+4,855
+37% +$332K ﹤0.01% 1519
2025
Q4 		$831K Buy
13,196
+5,377
+69% +$319K ﹤0.01% 1714
2025
Q3 		$465K Sell
7,819
-416
-5% -$24.8K ﹤0.01% 1643
2025
Q2 		$450K Buy
8,235
+2,343
+40% +$117K ﹤0.01% 1496
2025
Q1 		$304K Sell
5,892
-2,776
-32% -$154K ﹤0.01% 1565
2024
Q4 		$479K Sell
8,668
-68,972
-89% -$3.79M ﹤0.01% 1354
2024
Q3 		$3.62M Sell
77,640
-74,168
-49% -$3.4M 0.01% 638
2024
Q2 		$6.62M Buy
151,808
+77,443
+104% +$3.45M 0.02% 449
2024
Q1 		$3.78M Buy
74,365
+9,134
+14% +$447K 0.03% 371
2023
Q4 		$3.31M Buy
+65,231
New +$2.82M 0.04% 284

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