MSWA
WBS

Marshall & Sterling Wealth Advisors’s Webster Financial WBS Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-128
Closed -$7.61K – 628
2025
Q3 		$7.61K Hold
128
– – ﹤0.01% 416
2025
Q2 		$6.99K Hold
128
– – ﹤0.01% 418
2025
Q1 		$6.6K Buy
+128
New +$7.12K ﹤0.01% 415

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WBS Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 128 shares — an estimated $7.61K sold.

Marshall & Sterling Wealth Advisors first reported a position in WBS in Q1 2025 and held it in 3 quarters. The position peaked at $7.61K in Q3 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 128 Webster Financial shares in Q4 2025, an estimated $7.61K.
  • Marshall & Sterling Wealth Advisors first reported a position in Webster Financial in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Webster Financial position peaked at $7.61K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.