OIA
WBS

OneDigital Investment Advisors’s Webster Financial WBS Stock Holding History

OneDigital Investment 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 		– Sell
-4,122
Closed -$259K – 1601
2025
Q4 		$259K Sell
4,122
-31
-0.7% -$1.84K ﹤0.01% 1297
2025
Q3 		$247K Buy
4,153
+31
+0.8% +$1.85K ﹤0.01% 1306
2025
Q2 		$225K Buy
+4,122
New +$205K ﹤0.01% 1333
2022
Q2 		– Sell
-3,715
Closed -$208K – 796
2022
Q1 		$208K Buy
3,715
+3
+0.1% +$178 0.01% 698
2021
Q4 		$207K Buy
3,712
+4
+0.1% +$225 0.01% 723
2021
Q3 		$202K Buy
+3,708
New +$185K 0.01% 693
2021
Q2 		– Sell
-3,700
Closed -$204K – 789
2021
Q1 		$204K Buy
+3,700
New +$197K 0.01% 620
2020
Q3 		– Sell
-26,789
Closed -$766K – 720
2020
Q2 		$766K Buy
26,789
+7
+0% +$185 0.06% 242
2020
Q1 		$613K Buy
26,782
+538
+2% +$21.9K 0.05% 253
2019
Q4 		$1.4M Buy
26,244
+4
+0% +$192 0.11% 158
2019
Q3 		$1.23M Buy
26,240
+21,354
+437% +$1.01M 0.11% 158
2019
Q2 		$233K Buy
+4,886
New +$243K 0.02% 380

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

OneDigital Investment Advisors's WBS Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 4,122 shares — an estimated $259K sold.

OneDigital Investment Advisors first reported a position in WBS in Q2 2019 and held it in 12 quarters. The position peaked at $1.4M in Q4 2019. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,122 Webster Financial shares in Q1 2026, an estimated $259K.
  • OneDigital Investment Advisors first reported a position in Webster Financial in Q2 2019 and held it in 12 quarters.
  • OneDigital Investment Advisors's Webster Financial position peaked at $1.4M in Q4 2019.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.