GoalVest Advisory’s Webster Financial WBS Stock Holding History

GoalVest Advisory’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 Q3	–	Sell	-50	Closed	-$3.82K	–	777
2026 Q2	$3.82K	Buy	+50	New	+$3.64K	﹤0.01%	400

GoalVest Advisory's WBS Position: Q3 2026 in Review

GoalVest Advisory sold out of Webster Financial (WBS) in Q3 2026, closing a stake of 50 shares — an estimated $3.82K sold.

GoalVest Advisory first reported a position in WBS in Q2 2026 and held it in 1 quarter. The position peaked at $3.82K in Q2 2026. 0 funds tracked by Wall St. Rank hold WBS as of Q3 2026.

GoalVest Advisory reported no remaining Webster Financial position as of Q3 2026 after selling out during the quarter.
GoalVest Advisory sold 50 Webster Financial shares in Q3 2026, an estimated $3.82K.
GoalVest Advisory first reported a position in Webster Financial in Q2 2026 and held it in 1 quarter.
GoalVest Advisory's Webster Financial position peaked at $3.82K in Q2 2026.
0 funds tracked by Wall St. Rank held Webster Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.