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Principal Securities’s Webster Financial WBS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-853
Closed -$50.7K – 3473
2025
Q3 		$50.7K Buy
853
+238
+39% +$14.2K ﹤0.01% 1938
2025
Q2 		$33.6K Sell
615
-149
-20% -$7.43K ﹤0.01% 2070
2025
Q1 		$42.2K Hold
764
– – ﹤0.01% 1826
2024
Q4 		$42.2K Buy
764
+165
+28% +$9.06K ﹤0.01% 1823
2024
Q3 		$27.9K Sell
599
-148
-20% -$6.79K ﹤0.01% 1954
2024
Q2 		$32.6K Sell
747
-50
-6% -$2.23K ﹤0.01% 1825
2024
Q1 		$40.5K Sell
797
-84
-10% -$4.11K ﹤0.01% 1668
2023
Q4 		$44.7K Buy
+881
New +$38.1K ﹤0.01% 1537

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's WBS Position: Q4 2025 in Review

Principal Securities sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 853 shares — an estimated $50.7K sold.

Principal Securities first reported a position in WBS in Q4 2023 and held it in 8 quarters. The position peaked at $50.7K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Principal Securities reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 853 Webster Financial shares in Q4 2025, an estimated $50.7K.
  • Principal Securities first reported a position in Webster Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Webster Financial position peaked at $50.7K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.