MA
WBS

Montag & Associates’s Webster Financial WBS Stock Holding History

Montag & Associates’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
-43
Closed -$2.56K – 1167
2025
Q3 		$2.56K Buy
+43
New +$2.56K ﹤0.01% 891
2023
Q3 		– Sell
-900
Closed -$34K – 944
2023
Q2 		$34K Buy
+900
New +$33.2K ﹤0.01% 618

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

Montag & Associates's WBS Position: Q4 2025 in Review

Montag & Associates sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 43 shares — an estimated $2.56K sold.

Montag & Associates first reported a position in WBS in Q2 2023 and held it in 2 quarters. The position peaked at $34K in Q2 2023. 538 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Montag & Associates reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 43 Webster Financial shares in Q4 2025, an estimated $2.56K.
  • Montag & Associates first reported a position in Webster Financial in Q2 2023 and held it in 2 quarters.
  • Montag & Associates's Webster Financial position peaked at $34K in Q2 2023.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.