RCM
WBS

Raleigh Capital Management’s Webster Financial WBS Stock Holding History

Raleigh Capital 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
Q1 		– Sell
-5
Closed -$276 – 1056
2024
Q4 		$276 Hold
5
– – ﹤0.01% 975
2024
Q3 		$233 Sell
5
-5
-50% -$229 ﹤0.01% 960
2024
Q2 		$436 Sell
10
-64
-86% -$2.85K ﹤0.01% 914
2024
Q1 		$3.76K Sell
74
-101
-58% -$4.94K ﹤0.01% 692
2023
Q4 		$8.87K Hold
175
– – ﹤0.01% 617
2023
Q3 		$7.04K Buy
175
+1
+0.6% +$43 ﹤0.01% 617
2023
Q2 		$6.58K Buy
174
+111
+176% +$4.1K ﹤0.01% 575
2023
Q1 		$2.48K Buy
+63
New +$3.02K ﹤0.01% 746

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Raleigh Capital Management's WBS Position: Q1 2025 in Review

Raleigh Capital Management sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 5 shares — an estimated $276 sold.

Raleigh Capital Management first reported a position in WBS in Q1 2023 and held it in 8 quarters. The position peaked at $8.87K in Q4 2023. 492 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Raleigh Capital Management reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 5 Webster Financial shares in Q1 2025, an estimated $276.
  • Raleigh Capital Management first reported a position in Webster Financial in Q1 2023 and held it in 8 quarters.
  • Raleigh Capital Management's Webster Financial position peaked at $8.87K in Q4 2023.
  • 492 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.