Pathstone Holdings
WBS icon

Pathstone Holdings’s Webster Financial WBS Stock Holding History

Pathstone Holdings’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 		$4.67M Sell
67,270
-16,629
-20% -$1.14M 0.02% 591
2025
Q4 		$5.28M Buy
83,899
+1,351
+2% +$80.2K 0.02% 539
2025
Q3 		$4.91M Sell
82,548
-293
-0.4% -$17.5K 0.02% 562
2025
Q2 		$4.52M Sell
82,841
-15,705
-16% -$783K 0.02% 573
2025
Q1 		$5.09M Buy
98,546
+12,647
+15% +$704K 0.02% 558
2024
Q4 		$4.74M Buy
85,899
+7,557
+10% +$415K 0.02% 562
2024
Q3 		$3.65M Buy
78,342
+5,993
+8% +$275K 0.02% 679
2024
Q2 		$3.15M Sell
72,349
-1,546
-2% -$68.8K 0.01% 710
2024
Q1 		$3.75M Buy
73,895
+44,710
+153% +$2.19M 0.02% 626
2023
Q4 		$1.48M Buy
+29,185
New +$1.26M 0.01% 864

Other funds holding WBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return