PA
WBS

PSI Advisors’s Webster Financial WBS Stock Holding History

PSI Advisors’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
Q2 		– Sell
-2
Closed -$103 – 691
2025
Q1 		$103 Hold
2
– – ﹤0.01% 731
2024
Q4 		$110 Hold
2
– – ﹤0.01% 860
2024
Q3 		$93 Hold
2
– – ﹤0.01% 865
2024
Q2 		$87 Hold
2
– – ﹤0.01% 848
2024
Q1 		$102 Hold
2
– – ﹤0.01% 783
2023
Q4 		$102 Hold
2
– – ﹤0.01% 848
2023
Q3 		$81 Hold
2
– – ﹤0.01% 837
2023
Q2 		$76 Hold
2
– – ﹤0.01% 830
2023
Q1 		$79 Hold
2
– – ﹤0.01% 779
2022
Q4 		$95 Hold
2
– – ﹤0.01% 756
2022
Q3 		$0 Buy
+2
New +$93 ﹤0.01% 848
2022
Q2 		– Sell
-2
Closed – – 863
2022
Q1 		$0 Hold
2
– – ﹤0.01% 808
2021
Q4 		$0 Buy
+2
New +$113 ﹤0.01% 819

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PSI Advisors's WBS Position: Q2 2025 in Review

PSI Advisors sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 2 shares — an estimated $103 sold.

PSI Advisors first reported a position in WBS in Q4 2021 and held it in 13 quarters. The position peaked at $110 in Q4 2024. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • PSI Advisors reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2 Webster Financial shares in Q2 2025, an estimated $103.
  • PSI Advisors first reported a position in Webster Financial in Q4 2021 and held it in 13 quarters.
  • PSI Advisors's Webster Financial position peaked at $110 in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.