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NBC Securities’s Webster Financial WBS Stock Holding History

NBC Securities’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
Q1 		$65.6K Buy
945
+124
+15% +$8.49K ﹤0.01% 1218
2025
Q4 		$51.7K Sell
821
-72
-8% -$4.28K ﹤0.01% 1342
2025
Q3 		$53.1K Hold
893
– – ﹤0.01% 1309
2025
Q2 		$48K Sell
893
-1,396
-61% -$69.6K ﹤0.01% 1351
2025
Q1 		$118K Buy
2,289
+2,288
+228,800% +$127K 0.01% 941
2024
Q4 		$77 Sell
1
-1,267
-100% -$69.6K 0.01% 974
2024
Q3 		$59K Buy
1,268
+686
+118% +$31.5K 0.01% 1127
2024
Q2 		$25K Sell
582
-229
-28% -$10.2K ﹤0.01% 1372
2024
Q1 		$41K Buy
811
+4
+0.5% +$196 ﹤0.01% 1204
2023
Q4 		$41K Hold
807
– – ﹤0.01% 1193
2023
Q3 		$32K Buy
+807
New +$34.3K ﹤0.01% 1275

Other funds holding WBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return