NewSquare Capital’s Webster Financial WBS Stock Holding History

NewSquare Capital’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	-53	Closed	-$2.89K	–	1222
2025 Q2	$2.89K	Sell	53 -135	-72%	-$6.73K	﹤0.01%	902
2025 Q1	$9.69K	Buy	188 +182	+3,033%	+$10.1K	﹤0.01%	554
2024 Q4	$331	Buy	+6	New	+$330	﹤0.01%	798
2023 Q2	–	Sell	-100	Closed	-$3.94K	–	945
2023 Q1	$3.94K	Sell	100 -25	-20%	-$1.2K	﹤0.01%	483
2022 Q4	$5.92K	Hold	125	–	–	﹤0.01%	355
2022 Q3	$6K	Hold	125	–	–	﹤0.01%	298
2022 Q2	$5K	Hold	125	–	–	﹤0.01%	288
2022 Q1	$7K	Buy	125 +25	+25%	+$1.48K	﹤0.01%	288
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	320
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	321
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	308
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	275
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	304
2020 Q3	$3K	Buy	+100	New	+$2.71K	﹤0.01%	292

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewSquare Capital's WBS Position: Q3 2025 in Review

NewSquare Capital sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 53 shares — an estimated $2.89K sold.

NewSquare Capital first reported a position in WBS in Q3 2020 and held it in 14 quarters. The position peaked at $9.69K in Q1 2025. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

NewSquare Capital reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 53 Webster Financial shares in Q3 2025, an estimated $2.89K.
NewSquare Capital first reported a position in Webster Financial in Q3 2020 and held it in 14 quarters.
NewSquare Capital's Webster Financial position peaked at $9.69K in Q1 2025.
515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.