Fourthstone LLC’s Webster Financial WBS Stock Holding History

Fourthstone LLC’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	-53,200	Closed	-$2.9M	–	103
2025 Q2	$2.9M	Buy	53,200 +32,200	+153%	+$1.61M	0.57%	47
2025 Q1	$1.08M	Buy	21,000 +10,200	+94%	+$568K	0.27%	55
2024 Q4	$596K	Sell	10,800 -71,300	-87%	-$3.92M	0.12%	55
2024 Q3	$3.83M	Buy	82,100 +69,832	+569%	+$3.2M	0.85%	25
2024 Q2	$535K	Buy	+12,268	New	+$546K	0.17%	41
2024 Q1	–	Sell	-147,018	Closed	-$7.46M	–	60
2023 Q4	$7.46M	Sell	147,018 -112,591	-43%	-$4.87M	1.51%	24
2023 Q3	$10.5M	Buy	259,609 +175,609	+209%	+$7.47M	2.38%	12
2023 Q2	$3.17M	Buy	+84,000	New	+$3.1M	0.84%	28

Other funds holding WBS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

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

Capital International Investors

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

EARNEST Partners

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

Geode Capital Management

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