LI
WBS icon

LRI Investments’s Webster Financial WBS Stock Holding History

LRI Investments’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 		$232K Hold
3,033
– – 0.02% 297
2026
Q1 		$211K Hold
3,033
– – 0.02% 280
2025
Q4 		$191K Sell
3,033
-19,822
-87% -$1.18M 0.02% 289
2025
Q3 		$1.36M Hold
22,855
– – 0.11% 91
2025
Q2 		$1.25M Sell
22,855
-178
-0.8% -$8.87K 0.11% 89
2025
Q1 		$1.19M Hold
23,033
– – 0.11% 89
2024
Q4 		$1.27M Hold
23,033
– – 0.12% 65
2024
Q3 		$1.38M Hold
23,033
– – 0.13% 60
2024
Q2 		$1M Hold
23,033
– – 0.11% 65
2024
Q1 		$1.17M Buy
+23,033
New +$1.13M 0.3% 39

Other funds holding WBS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return