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Orion Portfolio Solutions’s Webster Financial WBS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.62M Buy
31,506
+2,930
+10% +$163K 0.02% 816
2024
Q4 		$1.58M Sell
28,576
-517
-2% -$28.4K 0.02% 811
2024
Q3 		$1.36M Buy
29,093
+78
+0.3% +$3.58K 0.01% 890
2024
Q2 		$1.26M Buy
29,015
+5,952
+26% +$265K 0.01% 873
2024
Q1 		$1.17M Buy
23,063
+3,801
+20% +$186K 0.01% 916
2023
Q4 		$990K Sell
19,262
-997
-5% -$43.1K 0.01% 943
2023
Q3 		$817K Sell
20,259
-1,261
-6% -$53.6K 0.01% 1017
2023
Q2 		$812K Buy
21,520
+868
+4% +$32K 0.01% 1033
2023
Q1 		$814K Buy
+20,652
New +$991K 0.01% 964
2020
Q3 		– Sell
-203
Closed -$6K – 2034
2020
Q2 		$6K Buy
203
+69
+51% +$1.83K ﹤0.01% 1424
2020
Q1 		$3K Buy
134
+59
+79% +$2.4K ﹤0.01% 1508
2019
Q4 		$4K Buy
+75
New +$3.61K ﹤0.01% 1349

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Orion Portfolio Solutions's WBS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Webster Financial (WBS) stake by 10% in Q1 2025, buying an estimated $163K and bringing the position to 31,506 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #816.

Orion Portfolio Solutions first reported a position in WBS in Q4 2019 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Orion Portfolio Solutions held 31,506 shares of Webster Financial worth $1.62M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,930 Webster Financial shares in Q1 2025, an estimated $163K.
  • Webster Financial made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #816 holding.
  • Orion Portfolio Solutions first reported a position in Webster Financial in Q4 2019 and has held it in 12 quarters since.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.