JFS Wealth Advisors’s Webster Financial WBS Stock Holding History

JFS Wealth Advisors’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 Q2	$15.6K	Hold	204	–	–	﹤0.01%	837
2026 Q1	$14.2K	Hold	204	–	–	﹤0.01%	831
2025 Q4	$12.8K	Buy	204 +51	+33%	+$3.03K	﹤0.01%	892
2025 Q3	$9.1K	Hold	153	–	–	﹤0.01%	929
2025 Q2	$8.35K	Sell	153 -5	-3%	-$249	﹤0.01%	918
2025 Q1	$8.14K	Buy	158 +3	+2%	+$167	﹤0.01%	947
2024 Q4	$8.56K	Hold	155	–	–	﹤0.01%	896
2024 Q3	$7.22K	Buy	155 +5	+3%	+$229	﹤0.01%	977
2024 Q2	$6.54K	Hold	150	–	–	﹤0.01%	950
2024 Q1	$7.62K	Hold	150	–	–	﹤0.01%	910
2023 Q4	$7.61K	Buy	150 +65	+76%	+$2.81K	﹤0.01%	883
2023 Q3	$3.43K	Sell	85 -22	-21%	-$936	﹤0.01%	1152
2023 Q2	$4.04K	Buy	107 +66	+161%	+$2.44K	﹤0.01%	1095
2023 Q1	$1.62K	Sell	41 -94	-70%	-$4.51K	﹤0.01%	1441
2022 Q4	$6.39K	Sell	135 -15	-10%	-$751	﹤0.01%	895
2022 Q3	$7K	Buy	150 +129	+614%	+$5.97K	﹤0.01%	879
2022 Q2	$1K	Sell	21 -97	-82%	-$4.67K	﹤0.01%	1677
2022 Q1	$7K	Buy	118 +89	+307%	+$5.28K	﹤0.01%	938
2021 Q4	$2K	Buy	+29	New	+$1.63K	﹤0.01%	1190

Other funds holding WBS

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return