Security National Trust’s Webster Financial WBS Stock Holding History

Security National Trust’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
2021 Q3	$13K	Hold	250	–	–	﹤0.01%	336
2021 Q2	$13K	Hold	250	–	–	﹤0.01%	345
2021 Q1	$14K	Hold	250	–	–	﹤0.01%	345
2020 Q4	$11K	Hold	250	–	–	﹤0.01%	353
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	365
2020 Q2	$7K	Hold	250	–	–	﹤0.01%	369
2020 Q1	$6K	Hold	250	–	–	﹤0.01%	396
2019 Q4	$13K	Hold	250	–	–	﹤0.01%	352
2019 Q3	$12K	Hold	250	–	–	﹤0.01%	314
2019 Q2	$12K	Hold	250	–	–	﹤0.01%	318
2019 Q1	$13K	Hold	250	–	–	﹤0.01%	320
2018 Q4	$12K	Hold	250	–	–	﹤0.01%	311
2018 Q3	$15K	Hold	250	–	–	﹤0.01%	314
2018 Q2	$16K	Hold	250	–	–	0.01%	322
2018 Q1	$14K	Hold	250	–	–	﹤0.01%	325
2017 Q4	$14K	Hold	250	–	–	﹤0.01%	324
2017 Q3	$13K	Hold	250	–	–	﹤0.01%	335
2017 Q2	$13K	Hold	250	–	–	﹤0.01%	352
2017 Q1	$13K	Hold	250	–	–	﹤0.01%	348
2016 Q4	$14K	Hold	250	–	–	0.01%	346
2016 Q3	$10K	Hold	250	–	–	﹤0.01%	380
2016 Q2	$8K	Hold	250	–	–	﹤0.01%	385
2016 Q1	$9K	Hold	250	–	–	﹤0.01%	384
2015 Q4	$9K	Hold	250	–	–	﹤0.01%	382
2015 Q3	$9K	Hold	250	–	–	﹤0.01%	386
2015 Q2	$10K	Hold	250	–	–	﹤0.01%	394
2015 Q1	$9K	Hold	250	–	–	﹤0.01%	416
2014 Q4	$8K	Hold	250	–	–	﹤0.01%	440
2014 Q3	$7K	Hold	250	–	–	﹤0.01%	445
2014 Q2	$8K	Hold	250	–	–	﹤0.01%	433
2014 Q1	$8K	Hold	250	–	–	﹤0.01%	431
2013 Q4	$8K	Hold	250	–	–	﹤0.01%	433
2013 Q3	$6K	Hold	250	–	–	﹤0.01%	431
2013 Q2	$6K	Buy	+250	New	+$5.89K	﹤0.01%	422

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Security National Trust's WBS Position: Q3 2021 in Review

Security National Trust held its Webster Financial (WBS) position steady in Q3 2021 at 250 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Security National Trust first reported a position in WBS in Q2 2013 and has held it in 34 quarters since. The position peaked at $16K in Q2 2018. 291 funds tracked by Wall St. Rank hold WBS as of Q3 2021.

Security National Trust held 250 shares of Webster Financial worth $13K as of Q3 2021.
Security National Trust left its Webster Financial share count unchanged in Q3 2021.
Webster Financial made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #336 holding.
Security National Trust first reported a position in Webster Financial in Q2 2013 and has held it in 34 quarters since.
Security National Trust's Webster Financial position peaked at $16K in Q2 2018.
291 funds tracked by Wall St. Rank held Webster Financial as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.