R Squared’s Webster Financial WBS Stock Holding History

R Squared’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 Q1	–	Sell	-770	Closed	-$42.5K	–	1512
2024 Q4	$42.5K	Buy	+770	New	+$42.3K	0.04%	558

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

R Squared's WBS Position: Q1 2025 in Review

R Squared sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 770 shares — an estimated $42.5K sold.

R Squared first reported a position in WBS in Q4 2024 and held it in 1 quarter. The position peaked at $42.5K in Q4 2024. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

R Squared reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 770 Webster Financial shares in Q1 2025, an estimated $42.5K.
R Squared first reported a position in Webster Financial in Q4 2024 and held it in 1 quarter.
R Squared's Webster Financial position peaked at $42.5K in Q4 2024.
491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.