SageView Advisory Group’s Webster Financial WBS Stock Holding History

SageView Advisory Group’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	–	Sell	-210	Closed	-$13.2K	–	2412
2025 Q4	$13.2K	Buy	+210	New	+$12.5K	﹤0.01%	1611

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

SageView Advisory Group's WBS Position: Q1 2026 in Review

SageView Advisory Group sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 210 shares — an estimated $13.2K sold.

SageView Advisory Group first reported a position in WBS in Q4 2025 and held it in 1 quarter. The position peaked at $13.2K in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

SageView Advisory Group reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 210 Webster Financial shares in Q1 2026, an estimated $13.2K.
SageView Advisory Group first reported a position in Webster Financial in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Webster Financial position peaked at $13.2K in Q4 2025.
540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.