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Platform Technology Partners’s Webster Financial WBS Stock Holding History

Platform Technology 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 		$223K Sell
3,213
-328
-9% -$22.5K 0.04% 292
2025
Q4 		$223K Hold
3,541
– – 0.05% 234
2025
Q3 		$210K Sell
3,541
-377
-10% -$22.5K 0.05% 235
2025
Q2 		$214K Hold
3,918
– – 0.06% 233
2025
Q1 		$202K Buy
3,918
+18
+0.5% +$1K 0.06% 223
2024
Q4 		$215K Buy
+3,900
New +$214K 0.07% 203
2023
Q4 		$215K Buy
+4,532
New +$196K 0.08% 181
2023
Q1 		– Sell
-5,854
Closed -$277K – 217
2022
Q4 		$277K Hold
5,854
– – 0.14% 143
2022
Q3 		$265K Sell
5,854
-321
-5% -$14.9K 0.15% 145
2022
Q2 		$260K Hold
6,175
– – 0.14% 150
2022
Q1 		$347K Buy
+6,175
New +$367K 0.17% 134

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