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SAM
Silvercrest Asset Management’s
Webster Financial
WBS
Stock Holding History
Silvercrest Asset 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
Q1
$485K
Sell
6,985
-1,092
-14%
-$74.8K
﹤0.01%
693
2025
Q4
$508K
Hold
8,077
–
–
﹤0.01%
714
2025
Q3
$480K
Hold
8,077
–
–
﹤0.01%
702
2025
Q2
$441K
Hold
8,077
–
–
﹤0.01%
725
2025
Q1
$416K
Buy
8,077
+1,092
+16%
+$60.8K
﹤0.01%
732
2024
Q4
$386K
Hold
6,985
–
–
﹤0.01%
726
2024
Q3
$326K
Hold
6,985
–
–
﹤0.01%
716
2024
Q2
$304K
Hold
6,985
–
–
﹤0.01%
814
2024
Q1
$355K
Sell
6,985
-374
-5%
-$18.3K
﹤0.01%
778
2023
Q4
$374K
Buy
7,359
+374
+5%
+$16.2K
﹤0.01%
715
2023
Q3
$282K
Hold
6,985
–
–
﹤0.01%
756
2023
Q2
$264K
Hold
6,985
–
–
﹤0.01%
764
2023
Q1
$275K
Hold
6,985
–
–
﹤0.01%
731
2022
Q4
$331K
Hold
6,985
–
–
﹤0.01%
693
2022
Q3
$316K
Hold
6,985
–
–
﹤0.01%
698
2022
Q2
$294K
Hold
6,985
–
–
﹤0.01%
719
2022
Q1
$392K
Buy
+6,985
New
+$415K
﹤0.01%
722
2020
Q1
–
Sell
-210,801
Closed
-$11.2M
–
791
2019
Q4
$11.2M
Sell
210,801
-23
-0%
-$1.11K
0.09%
220
2019
Q3
$9.88M
Buy
+210,824
New
+$9.97M
0.08%
222
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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