PWM
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Perigon Wealth Management’s Webster Financial WBS Stock Holding History

Perigon 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
2026
Q1 		$575K Buy
8,276
+26
+0.3% +$1.78K 0.01% 738
2025
Q4 		$519K Sell
8,250
-924
-10% -$54.9K 0.01% 780
2025
Q3 		$545K Buy
9,174
+4,826
+111% +$288K 0.01% 704
2025
Q2 		$237K Buy
4,348
+189
+5% +$9.42K 0.01% 934
2025
Q1 		$214K Buy
4,159
+43
+1% +$2.39K 0.01% 940
2024
Q4 		$238K Buy
+4,116
New +$226K 0.01% 898
2024
Q1 		– Sell
-4,194
Closed -$213K – 916
2023
Q4 		$213K Buy
+4,194
New +$181K 0.01% 771

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