PWM
WBS icon

Parkworth Wealth Management’s Webster Financial WBS Stock Holding History

Parkworth Wealth Management’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
Q2 		$655 Buy
12
+6
+100% +$299 ﹤0.01% 551
2025
Q1 		$309 Buy
6
+2
+50% +$111 ﹤0.01% 579
2024
Q4 		$221 Buy
+4
New +$220 ﹤0.01% 728

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Parkworth Wealth Management's WBS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Webster Financial (WBS) stake by 100% in Q2 2025, buying an estimated $299 and bringing the position to 12 shares worth $655. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Parkworth Wealth Management first reported a position in WBS in Q4 2024 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Parkworth Wealth Management held 12 shares of Webster Financial worth $655 as of Q2 2025.
  • Parkworth Wealth Management bought 6 Webster Financial shares in Q2 2025, an estimated $299.
  • Webster Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #551 holding.
  • Parkworth Wealth Management first reported a position in Webster Financial in Q4 2024 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.