SWM
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SeaCrest Wealth Management’s Webster Financial WBS Stock Holding History

SeaCrest 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
2026
Q2 		$1.83M Hold
23,936
– – 0.2% 92
2026
Q1 		$1.66M Sell
23,936
-1,800
-7% -$123K 0.18% 101
2025
Q4 		$1.66M Hold
25,736
– – 0.17% 107
2025
Q3 		$1.51M Hold
25,736
– – 0.16% 114
2025
Q2 		$1.41M Hold
25,736
– – 0.15% 123
2025
Q1 		$1.33M Hold
25,736
– – 0.15% 133
2024
Q4 		$1.42M Sell
25,736
-105
-0.4% -$5.77K 0.15% 128
2024
Q3 		$1.2M Hold
25,841
– – 0.13% 149
2024
Q2 		$1.13M Buy
25,841
+26
+0.1% +$1.16K 0.13% 158
2024
Q1 		$1.31M Sell
25,815
-1,010
-4% -$49.4K 0.16% 132
2023
Q4 		$1.38M Sell
26,825
-119
-0.4% -$5.14K 0.17% 122
2023
Q3 		$1.09M Buy
26,944
+9
+0% +$383 0.14% 153
2023
Q2 		$1.02M Buy
26,935
+11
+0% +$406 0.13% 163
2023
Q1 		$1.06M Sell
26,924
-3,335
-11% -$160K 0.14% 151
2022
Q4 		$1.43M Sell
30,259
-2,546
-8% -$127K 0.21% 104
2022
Q3 		$1.48M Buy
32,805
+8
+0% +$370 0.23% 88
2022
Q2 		$1.38M Buy
32,797
+8
+0% +$385 0.17% 113
2022
Q1 		$1.84M Buy
+32,789
New +$1.95M 0.21% 90
2019
Q2 		– Sell
-851
Closed -$43K – 1834
2019
Q1 		$43K Buy
851
+5
+0.6% +$271 0.01% 996
2018
Q4 		$42K Buy
846
+4
+0.5% +$228 0.01% 964
2018
Q3 		$50K Buy
842
+4
+0.5% +$260 0.01% 1002
2018
Q2 		$53K Buy
838
+5
+0.6% +$311 0.01% 961
2018
Q1 		$46K Sell
833
-3,997
-83% -$226K 0.01% 992
2017
Q4 		$271K Buy
+4,830
New +$264K 0.05% 401

Other funds holding WBS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
LAM
Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return