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Raffa Wealth Management’s Webster Financial WBS Stock Holding History

Raffa Wealth Management’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
Q3 		– Sell
-176
Closed -$9.61K – 1214
2025
Q2 		$9.61K Buy
+176
New +$8.77K ﹤0.01% 386

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 $1.9T AUM 41.92% 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
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

Raffa Wealth Management's WBS Position: Q3 2025 in Review

Raffa Wealth Management sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 176 shares — an estimated $9.61K sold.

Raffa Wealth Management first reported a position in WBS in Q2 2025 and held it in 1 quarter. The position peaked at $9.61K in Q2 2025. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Raffa Wealth Management reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 176 Webster Financial shares in Q3 2025, an estimated $9.61K.
  • Raffa Wealth Management first reported a position in Webster Financial in Q2 2025 and held it in 1 quarter.
  • Raffa Wealth Management's Webster Financial position peaked at $9.61K in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Raffa Wealth Management's 13F filing for Q3 2025, filed 27 Jul 2026.