I
WBS

InceptionR’s Webster Financial WBS Stock Holding History

InceptionR’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
Q1 		– Sell
-10,459
Closed -$578K – 863
2024
Q4 		$578K Buy
+10,459
New +$575K 0.13% 300
2024
Q3 		– Sell
-4,607
Closed -$201K – 893
2024
Q2 		$201K Sell
4,607
-5,072
-52% -$226K 0.06% 523
2024
Q1 		$491K Buy
+9,679
New +$473K 0.13% 302
2023
Q4 		– Sell
-8,672
Closed -$350K – 538
2023
Q3 		$350K Sell
8,672
-2,564
-23% -$109K 0.2% 226
2023
Q2 		$424K Buy
11,236
+2,357
+27% +$87K 0.23% 186
2023
Q1 		$350K Buy
+8,879
New +$426K 0.11% 325

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

InceptionR's WBS Position: Q1 2025 in Review

InceptionR sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 10,459 shares — an estimated $578K sold.

InceptionR first reported a position in WBS in Q1 2023 and held it in 6 quarters. The position peaked at $578K in Q4 2024. 492 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • InceptionR reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • InceptionR sold 10,459 Webster Financial shares in Q1 2025, an estimated $578K.
  • InceptionR first reported a position in Webster Financial in Q1 2023 and held it in 6 quarters.
  • InceptionR's Webster Financial position peaked at $578K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.