Jones Financial Companies
WBS icon

Jones Financial Companies’s Webster Financial WBS Stock Holding History

Jones Financial Companies’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 		$33.3M Buy
488,929
+487,852
+45,297% +$33.4M 0.02% 451
2025
Q4 		$67.8K Sell
1,077
-245
-19% -$14.5K ﹤0.01% 2395
2025
Q3 		$79.1K Buy
1,322
+256
+24% +$15.3K ﹤0.01% 2176
2025
Q2 		$58.4K Buy
1,066
+330
+45% +$16.5K ﹤0.01% 2163
2025
Q1 		$37.6K Sell
736
-2
-0.3% -$111 ﹤0.01% 2176
2024
Q4 		$40.8K Sell
738
-126
-15% -$6.92K ﹤0.01% 1956
2024
Q3 		$40.1K Buy
864
+237
+38% +$10.9K ﹤0.01% 1719
2024
Q2 		$27.3K Buy
+627
New +$27.9K ﹤0.01% 1454
2024
Q1 		– Sell
-53
Closed -$2.69K – 1455
2023
Q4 		$2.69K Buy
53
+35
+194% +$1.51K ﹤0.01% 863
2023
Q3 		$726 Buy
+18
New +$765 ﹤0.01% 653

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