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NECFA
New England Capital Financial Advisors’s
Webster Financial
WBS
Stock Holding History
New England Capital Financial 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
2026
Q1
$30.4K
Buy
437
+311
+247%
+$21.3K
0.01%
159
2025
Q4
$7.91K
Buy
126
+1
+0.8%
+$59
﹤0.01%
278
2025
Q3
$7.41K
Buy
125
+1
+0.8%
+$60
﹤0.01%
288
2025
Q2
$6.76K
Buy
124
+1
+0.8%
+$50
﹤0.01%
285
2025
Q1
$6.34K
Buy
123
+1
+0.8%
+$56
﹤0.01%
266
2024
Q4
$6.74K
Buy
122
+1
+0.8%
+$55
﹤0.01%
254
2024
Q3
$5.65K
Buy
121
+1
+0.8%
+$46
﹤0.01%
265
2024
Q2
$5.24K
Buy
120
+1
+0.8%
+$45
﹤0.01%
266
2024
Q1
$6.05K
Buy
119
+1
+0.8%
+$49
﹤0.01%
254
2023
Q4
$6K
Sell
118
-541
-82%
-$23.4K
﹤0.01%
263
2023
Q3
$26.6K
Buy
659
+5
+0.8%
+$213
0.02%
143
2023
Q2
$24.7K
Buy
654
+8
+1%
+$295
0.02%
151
2023
Q1
$25.5K
Buy
646
+4
+0.6%
+$192
0.02%
159
2022
Q4
$29.9K
Buy
+642
New
+$32.1K
0.02%
152
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30.48%
1-Year Est. Return
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$4.04T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Tudor Investment Corp
Stamford, Connecticut
$18.6B AUM
29.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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