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Nicolet Advisory Services’s Webster Financial WBS Stock Holding History

Nicolet Advisory Services’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
-4,381
Closed -$245K – 451
2025
Q2 		$245K Buy
+4,381
New +$218K 0.02% 351

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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

Nicolet Advisory Services's WBS Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 4,381 shares — an estimated $245K sold.

Nicolet Advisory Services first reported a position in WBS in Q2 2025 and held it in 1 quarter. The position peaked at $245K in Q2 2025. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Nicolet Advisory Services reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 4,381 Webster Financial shares in Q3 2025, an estimated $245K.
  • Nicolet Advisory Services first reported a position in Webster Financial in Q2 2025 and held it in 1 quarter.
  • Nicolet Advisory Services's Webster Financial position peaked at $245K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.