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Mount Yale Investment Advisors’s Webster Financial WBS Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-82
Closed -$4.48K – 1597
2025
Q2 		$4.48K Buy
+82
New +$4.09K ﹤0.01% 1247

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's WBS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 82 shares — an estimated $4.48K sold.

Mount Yale Investment Advisors first reported a position in WBS in Q2 2025 and held it in 1 quarter. The position peaked at $4.48K in Q2 2025. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 82 Webster Financial shares in Q3 2025, an estimated $4.48K.
  • Mount Yale Investment Advisors first reported a position in Webster Financial in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Webster Financial position peaked at $4.48K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.