PI
WBS

PFS Investments’s Webster Financial WBS Stock Holding History

PFS Investments’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
2023
Q2 		$5.18M Buy
137,326
+38,772
+39% +$1.43M 0.08% 223
2023
Q1 		$3.66M Buy
+98,554
New +$4.73M 0.06% 249

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PFS Investments's WBS Position: Q2 2023 in Review

PFS Investments increased its Webster Financial (WBS) stake by 39% in Q2 2023, buying an estimated $1.43M and bringing the position to 137,326 shares worth $5.18M. The position accounts for 0.08% of the portfolio, ranked #223.

PFS Investments first reported a position in WBS in Q1 2023 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • PFS Investments held 137,326 shares of Webster Financial worth $5.18M as of Q2 2023.
  • PFS Investments bought 38,772 Webster Financial shares in Q2 2023, an estimated $1.43M.
  • Webster Financial made up 0.08% of PFS Investments's portfolio in Q2 2023, its #223 holding.
  • PFS Investments first reported a position in Webster Financial in Q1 2023 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.