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Global Financial Private Client’s Webster Financial WBS Stock Holding History

Global Financial Private Client’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
-35
Closed -$1.8K – 1580
2025
Q1 		$1.8K Buy
35
+25
+250% +$1.39K ﹤0.01% 892
2024
Q4 		$552 Buy
+10
New +$549 ﹤0.01% 907

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Financial Private Client's WBS Position: Q2 2025 in Review

Global Financial Private Client sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 35 shares — an estimated $1.8K sold.

Global Financial Private Client first reported a position in WBS in Q4 2024 and held it in 2 quarters. The position peaked at $1.8K in Q1 2025. 496 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Global Financial Private Client reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 35 Webster Financial shares in Q2 2025, an estimated $1.8K.
  • Global Financial Private Client first reported a position in Webster Financial in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Webster Financial position peaked at $1.8K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.