NewEdge Advisors’s Webster Financial WBS Stock Holding History

NewEdge 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	$313K	Sell	4,513 -10,087	-69%	-$691K	﹤0.01%	2312
2025 Q4	$919K	Buy	14,600 +1,110	+8%	+$65.9K	﹤0.01%	1545
2025 Q3	$802K	Buy	13,490 +12,345	+1,078%	+$736K	﹤0.01%	1536
2025 Q2	$62.5K	Sell	1,145 -20	-2%	-$997	﹤0.01%	2593
2025 Q1	$60.1K	Sell	1,165 -3,836	-77%	-$213K	﹤0.01%	2483
2024 Q4	$276K	Buy	5,001 +3,832	+328%	+$210K	﹤0.01%	1921
2024 Q3	$54.5K	Sell	1,169 -1,584	-58%	-$72.7K	﹤0.01%	2405
2024 Q2	$120K	Buy	2,753 +75	+3%	+$3.34K	﹤0.01%	2064
2024 Q1	$136K	Buy	2,678 +1,412	+112%	+$69.1K	﹤0.01%	1970
2023 Q4	$64.3K	Buy	1,266 +121	+11%	+$5.23K	﹤0.01%	2131
2023 Q3	$46.2K	Hold	1,145	–	–	﹤0.01%	2119
2023 Q2	$43.2K	Buy	1,145 +1,073	+1,490%	+$39.6K	﹤0.01%	2128
2023 Q1	$2.84K	Sell	72 -1,828	-96%	-$87.7K	﹤0.01%	2948
2022 Q4	$86.2K	Buy	+1,900	New	+$95.1K	﹤0.01%	1502
2018 Q3	–	Sell	-3,449	Closed	-$222	–	689
2018 Q2	$222	Sell	3,449 -520	-13%	-$32.4K	0.02%	491
2018 Q1	$216K	Buy	+3,969	New	+$224K	0.02%	448
2017 Q3	–	Sell	-200	Closed	-$10.8K	–	1123
2017 Q2	$10.8K	Buy	+200	New	+$10.1K	﹤0.01%	940

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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