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PFS Partners’s Webster Financial WBS Stock Holding History

PFS Partners’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 		$14.1K Hold
203
– – 0.01% 315
2025
Q4 		$12.8K Buy
203
+1
+0.5% +$59 0.01% 329
2025
Q3 		$12K Hold
202
– – 0.01% 322
2025
Q2 		$11K Buy
202
+64
+46% +$3.19K 0.01% 299
2025
Q1 		$7.11K Hold
138
– – ﹤0.01% 320
2024
Q4 		$7.62K Hold
138
– – ﹤0.01% 313
2024
Q3 		$6.43K Hold
138
– – ﹤0.01% 322
2024
Q2 		$6.02K Hold
138
– – ﹤0.01% 315
2024
Q1 		$7.01K Hold
138
– – ﹤0.01% 314
2023
Q4 		$7K Hold
138
– – ﹤0.01% 307
2023
Q3 		$5.56K Hold
138
– – ﹤0.01% 316
2023
Q2 		$5.21K Hold
138
– – ﹤0.01% 349
2023
Q1 		$5.44K Hold
138
– – 0.01% 272
2022
Q4 		$6.53K Hold
138
– – 0.01% 245
2022
Q3 		$6.24K Hold
138
– – 0.01% 236
2022
Q2 		$5.82K Hold
138
– – 0.01% 237
2022
Q1 		$7.75K Buy
+138
New +$8.19K 0.01% 232

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