Iron Horse Wealth Management’s Webster Financial WBS Stock Holding History

Iron Horse 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 Q2	$1.42K	Hold	26	–	–	﹤0.01%	498
2025 Q1	$1.34K	Hold	26	–	–	﹤0.01%	491
2024 Q4	$1.44K	Hold	26	–	–	﹤0.01%	414
2024 Q3	$1.21K	Hold	26	–	–	﹤0.01%	421
2024 Q2	$1.13K	Hold	26	–	–	﹤0.01%	401
2024 Q1	$1.32K	Hold	26	–	–	﹤0.01%	381
2023 Q4	$1.32K	Hold	26	–	–	﹤0.01%	402
2023 Q3	$1.05K	Buy	+26	New	+$1.11K	﹤0.01%	426

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Iron Horse Wealth Management's WBS Position: Q2 2025 in Review

Iron Horse Wealth Management held its Webster Financial (WBS) position steady in Q2 2025 at 26 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Iron Horse Wealth Management first reported a position in WBS in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.44K in Q4 2024. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

Iron Horse Wealth Management held 26 shares of Webster Financial worth $1.42K as of Q2 2025.
Iron Horse Wealth Management left its Webster Financial share count unchanged in Q2 2025.
Webster Financial made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #498 holding.
Iron Horse Wealth Management first reported a position in Webster Financial in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's Webster Financial position peaked at $1.44K in Q4 2024.
498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.