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WBS icon

Inspire Investing’s Webster Financial WBS Stock Holding History

Inspire Investing’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
2026
Q1 		– Sell
-2,574
Closed -$162K – 1169
2025
Q4 		$162K Sell
2,574
-14,529
-85% -$863K 0.01% 837
2025
Q3 		$1.02M Buy
17,103
+10,009
+141% +$596K 0.1% 230
2025
Q2 		$387K Buy
7,094
+424
+6% +$21.1K 0.04% 669
2025
Q1 		$344K Sell
6,670
-627
-9% -$34.9K 0.04% 539
2024
Q4 		$403K Sell
7,297
-1,535
-17% -$84.3K 0.05% 422
2024
Q3 		$412K Buy
8,832
+771
+10% +$35.4K 0.04% 615
2024
Q2 		$351K Buy
8,061
+1,028
+15% +$45.8K 0.04% 592
2024
Q1 		$357K Sell
7,033
-498
-7% -$24.4K 0.04% 695
2023
Q4 		$382K Sell
7,531
-24
-0.3% -$1.04K 0.04% 705
2023
Q3 		$305K Sell
7,555
-741
-9% -$31.5K 0.04% 761
2023
Q2 		$313K Buy
8,296
+1,357
+20% +$50.1K 0.04% 666
2023
Q1 		$274K Buy
6,939
+1,969
+40% +$94.5K 0.03% 535
2022
Q4 		$235K Buy
4,970
+393
+9% +$19.7K 0.03% 591
2022
Q3 		$207K Sell
4,577
-429
-9% -$19.9K 0.03% 562
2022
Q2 		$211K Buy
5,006
+832
+20% +$40.1K 0.03% 709
2022
Q1 		$234K Sell
4,174
-4,291
-51% -$255K 0.03% 729
2021
Q4 		$473K Buy
8,465
+3,920
+86% +$221K 0.05% 228
2021
Q3 		$248K Buy
+4,545
New +$226K 0.03% 363

Other funds holding WBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return