HHGA
WBS

Halbert Hargrove Global Advisors’s Webster Financial WBS Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-64
Closed -$3.81K – 743
2025
Q3 		$3.81K Buy
+64
New +$3.81K ﹤0.01% 457

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Halbert Hargrove Global Advisors's WBS Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 64 shares — an estimated $3.81K sold.

Halbert Hargrove Global Advisors first reported a position in WBS in Q3 2025 and held it in 1 quarter. The position peaked at $3.81K in Q3 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 64 Webster Financial shares in Q4 2025, an estimated $3.81K.
  • Halbert Hargrove Global Advisors first reported a position in Webster Financial in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Webster Financial position peaked at $3.81K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.