RIL
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Rothschild Investment LLC’s Webster Financial WBS Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$47.6K Buy
685
+428
+167% +$29.3K ﹤0.01% 1135
2025
Q4 		$16.2K Sell
257
-964
-79% -$57.2K ﹤0.01% 1394
2025
Q3 		$72.6K Buy
1,221
+1,191
+3,970% +$71K ﹤0.01% 887
2025
Q2 		$1.64K Buy
30
+10
+50% +$499 ﹤0.01% 2193
2025
Q1 		$1.03K Buy
20
+5
+33% +$278 ﹤0.01% 2323
2024
Q4 		$828 Buy
15
+5
+50% +$275 ﹤0.01% 2327
2024
Q3 		$466 Hold
10
– – ﹤0.01% 2488
2024
Q2 		$436 Sell
10
-20
-67% -$891 ﹤0.01% 2106
2024
Q1 		$1.52K Hold
30
– – ﹤0.01% 1235
2023
Q4 		$1.52K Buy
+30
New +$1.3K ﹤0.01% 1169

Other funds holding WBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return