PWMG
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Private Wealth Management Group’s Webster Financial WBS Stock Holding History

Private Wealth Management Group’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 		$15.6K Hold
225
– – ﹤0.01% 393
2025
Q4 		$14.2K Hold
225
– – ﹤0.01% 412
2025
Q3 		$13.4K Hold
225
– – ﹤0.01% 435
2025
Q2 		$12.3K Hold
225
– – ﹤0.01% 430
2025
Q1 		$11.6K Hold
225
– – ﹤0.01% 426
2024
Q4 		$12.4K Hold
225
– – ﹤0.01% 412
2024
Q3 		$10.5K Hold
225
– – ﹤0.01% 443
2024
Q2 		$9.81K Sell
225
-85
-27% -$3.79K ﹤0.01% 445
2024
Q1 		$15.7K Hold
310
– – 0.01% 316
2023
Q4 		$15.7K Buy
+310
New +$13.4K 0.01% 308

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