Latitude Advisors’s Webster Financial WBS Stock Holding History

Latitude 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 Q1	$877K	Hold	12,636	–	–	0.4%	68
2025 Q4	$795K	Hold	12,636	–	–	0.35%	74
2025 Q3	$751K	Hold	12,636	–	–	0.34%	72
2025 Q2	$690K	Hold	12,636	–	–	0.35%	67
2025 Q1	$651K	Hold	12,636	–	–	0.38%	64
2024 Q4	$698K	Hold	12,636	–	–	0.39%	60
2024 Q3	$589K	Hold	12,636	–	–	0.33%	73
2024 Q2	$551K	Hold	12,636	–	–	0.34%	67
2024 Q1	$642K	Hold	12,636	–	–	0.4%	58
2023 Q4	$641K	Hold	12,636	–	–	0.45%	48
2023 Q3	$509K	Hold	12,636	–	–	0.36%	65
2023 Q2	$477K	Hold	12,636	–	–	0.33%	70
2023 Q1	$498K	Hold	12,636	–	–	0.36%	70
2022 Q4	$598K	Hold	12,636	–	–	0.45%	44
2022 Q3	$571K	Hold	12,636	–	–	0.47%	39
2022 Q2	$533K	Sell	12,636 -25,272	-67%	-$1.22M	0.49%	50
2022 Q1	$2.13M	Buy	+37,908	New	+$2.25M	0.48%	33

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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