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Rise Advisors’s Webster Financial WBS Stock Holding History

Rise 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
Q4 		– Sell
-407
Closed -$24.2K – 1414
2025
Q3 		$24.2K Buy
407
+2
+0.5% +$119 0.01% 468
2025
Q2 		$22.1K Buy
405
+5
+1% +$249 0.01% 475
2025
Q1 		$20.6K Sell
400
-177
-31% -$9.85K 0.01% 482
2024
Q4 		$31.9K Buy
577
+4
+0.7% +$220 0.02% 369
2024
Q3 		$26.7K Buy
573
+5
+0.9% +$229 0.01% 478
2024
Q2 		$24.8K Buy
568
+5
+0.9% +$223 0.01% 484
2024
Q1 		$28.6K Buy
+563
New +$27.5K 0.02% 405

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's WBS Position: Q4 2025 in Review

Rise Advisors sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 407 shares — an estimated $24.2K sold.

Rise Advisors first reported a position in WBS in Q1 2024 and held it in 7 quarters. The position peaked at $31.9K in Q4 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Rise Advisors reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 407 Webster Financial shares in Q4 2025, an estimated $24.2K.
  • Rise Advisors first reported a position in Webster Financial in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Webster Financial position peaked at $31.9K in Q4 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.