Planning Strategies’s Webster Financial WBS Stock Holding History

Planning Strategies’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 Q3	–	Sell	-41	Closed	-$3.13K	–	1195
2026 Q2	$3.13K	Buy	+41	New	+$2.98K	﹤0.01%	491

Planning Strategies's WBS Position: Q3 2026 in Review

Planning Strategies sold out of Webster Financial (WBS) in Q3 2026, closing a stake of 41 shares — an estimated $3.13K sold.

Planning Strategies first reported a position in WBS in Q2 2026 and held it in 1 quarter. The position peaked at $3.13K in Q2 2026. 0 funds tracked by Wall St. Rank hold WBS as of Q3 2026.

Planning Strategies reported no remaining Webster Financial position as of Q3 2026 after selling out during the quarter.
Planning Strategies sold 41 Webster Financial shares in Q3 2026, an estimated $3.13K.
Planning Strategies first reported a position in Webster Financial in Q2 2026 and held it in 1 quarter.
Planning Strategies's Webster Financial position peaked at $3.13K in Q2 2026.
0 funds tracked by Wall St. Rank held Webster Financial as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.