PWA
WBS

Principia Wealth Advisory’s Webster Financial WBS Stock Holding History

Principia Wealth Advisory’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 		$378 Buy
6
+5
+500% +$297 ﹤0.01% 860
2025
Q3 		$59 Hold
1
– – ﹤0.01% 956
2025
Q2 		$55 Sell
1
-9
-90% -$449 ﹤0.01% 931
2025
Q1 		$467 Buy
10
+6
+150% +$334 ﹤0.01% 590
2024
Q4 		$221 Buy
+4
New +$220 ﹤0.01% 719

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's WBS Position: Q4 2025 in Review

Principia Wealth Advisory increased its Webster Financial (WBS) stake by 500% in Q4 2025, buying an estimated $297 and bringing the position to 6 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Principia Wealth Advisory first reported a position in WBS in Q4 2024 and has held it in 5 quarters since. The position peaked at $467 in Q1 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Principia Wealth Advisory held 6 shares of Webster Financial worth $378 as of Q4 2025.
  • Principia Wealth Advisory bought 5 Webster Financial shares in Q4 2025, an estimated $297.
  • Webster Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #860 holding.
  • Principia Wealth Advisory first reported a position in Webster Financial in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Webster Financial position peaked at $467 in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.