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Hemington Wealth Management’s Webster Financial WBS Stock Holding History

Hemington Wealth Management’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 		$14K Buy
236
+28
+13% +$1.67K ﹤0.01% 776
2025
Q2 		$11K Sell
208
-9
-4% -$449 ﹤0.01% 834
2025
Q1 		$11K Buy
217
+43
+25% +$2.39K ﹤0.01% 798
2024
Q4 		$9K Buy
174
+47
+37% +$2.58K ﹤0.01% 821
2024
Q3 		$6K Buy
+127
New +$5.83K ﹤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
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

Hemington Wealth Management's WBS Position: Q3 2025 in Review

Hemington Wealth Management increased its Webster Financial (WBS) stake by 13% in Q3 2025, buying an estimated $1.67K and bringing the position to 236 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Hemington Wealth Management first reported a position in WBS in Q3 2024 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Hemington Wealth Management held 236 shares of Webster Financial worth $14K as of Q3 2025.
  • Hemington Wealth Management bought 28 Webster Financial shares in Q3 2025, an estimated $1.67K.
  • Webster Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #776 holding.
  • Hemington Wealth Management first reported a position in Webster Financial in Q3 2024 and has held it in 5 quarters since.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.