GWN Securities’s Webster Financial WBS Stock Holding History

GWN Securities’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	-12,636	Closed	-$651K	–	727
2025 Q1	$651K	Buy	+12,636	New	+$703K	0.04%	395

Other funds holding WBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 $1.02T AUM 30.18% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GWN Securities's WBS Position: Q2 2025 in Review

GWN Securities sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 12,636 shares — an estimated $651K sold.

GWN Securities first reported a position in WBS in Q1 2025 and held it in 1 quarter. The position peaked at $651K in Q1 2025. 496 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

GWN Securities reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 12,636 Webster Financial shares in Q2 2025, an estimated $651K.
GWN Securities first reported a position in Webster Financial in Q1 2025 and held it in 1 quarter.
GWN Securities's Webster Financial position peaked at $651K in Q1 2025.
496 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.