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Impact Partnership Wealth’s Webster Financial WBS Stock Holding History

Impact Partnership Wealth’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
-4,382
Closed -$260K – 431
2025
Q3 		$260K Buy
+4,382
New +$261K 0.04% 248
2024
Q2 		– Sell
-18
Closed -$914 – 688
2024
Q1 		$914 Sell
18
-6,498
-100% -$318K ﹤0.01% 631
2023
Q4 		$331K Buy
6,516
+1,752
+37% +$75.7K 0.12% 110
2023
Q3 		$192K Buy
+4,764
New +$203K 0.06% 182

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Impact Partnership Wealth's WBS Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 4,382 shares — an estimated $260K sold.

Impact Partnership Wealth first reported a position in WBS in Q3 2023 and held it in 4 quarters. The position peaked at $331K in Q4 2023. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,382 Webster Financial shares in Q4 2025, an estimated $260K.
  • Impact Partnership Wealth first reported a position in Webster Financial in Q3 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Webster Financial position peaked at $331K in Q4 2023.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.