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Lindbrook Capital’s Webster Financial WBS Stock Holding History

Lindbrook Capital’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
Q1 		$139K Buy
2,693
+2,074
+335% +$115K 0.01% 545
2024
Q4 		$34.2K Sell
619
-35
-5% -$1.92K ﹤0.01% 984
2024
Q3 		$30.5K Buy
654
+159
+32% +$7.3K ﹤0.01% 1063
2024
Q2 		$21.6K Buy
495
+21
+4% +$935 ﹤0.01% 1208
2024
Q1 		$24.1K Buy
474
+21
+5% +$1.03K ﹤0.01% 1111
2023
Q4 		$23K Buy
453
+61
+16% +$2.64K ﹤0.01% 1106
2023
Q3 		$15.8K Buy
392
+5
+1% +$213 ﹤0.01% 1183
2023
Q2 		$14.6K Buy
387
+128
+49% +$4.73K ﹤0.01% 1253
2023
Q1 		$10.2K Buy
259
+107
+70% +$5.14K ﹤0.01% 1442
2022
Q4 		$7.2K Buy
152
+13
+9% +$651 ﹤0.01% 1602
2022
Q3 		$6K Sell
139
-12
-8% -$555 ﹤0.01% 1611
2022
Q2 		$6K Sell
151
-31
-17% -$1.49K ﹤0.01% 1501
2022
Q1 		$10K Buy
182
+93
+104% +$5.52K ﹤0.01% 1295
2021
Q4 		$5K Hold
89
– – ﹤0.01% 1534
2021
Q3 		$5K Hold
89
– – ﹤0.01% 1270
2021
Q2 		$5K Hold
89
– – ﹤0.01% 1317
2021
Q1 		$5K Hold
89
– – ﹤0.01% 1284
2020
Q4 		$4K Hold
89
– – ﹤0.01% 1291
2020
Q3 		$2K Hold
89
– – ﹤0.01% 1456
2020
Q2 		$3K Buy
+89
New +$2.36K ﹤0.01% 1311

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lindbrook Capital's WBS Position: Q1 2025 in Review

Lindbrook Capital increased its Webster Financial (WBS) stake by 335% in Q1 2025, buying an estimated $115K and bringing the position to 2,693 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #545.

Lindbrook Capital first reported a position in WBS in Q2 2020 and has held it in 20 quarters since. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Lindbrook Capital held 2,693 shares of Webster Financial worth $139K as of Q1 2025.
  • Lindbrook Capital bought 2,074 Webster Financial shares in Q1 2025, an estimated $115K.
  • Webster Financial made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #545 holding.
  • Lindbrook Capital first reported a position in Webster Financial in Q2 2020 and has held it in 20 quarters since.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.