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Spectrum Wealth Counsel’s Webster Financial WBS Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$1.29K Hold
25
– – ﹤0.01% 309
2024
Q4 		$1.38K Hold
25
– – ﹤0.01% 312
2024
Q3 		$1.17K Buy
+25
New +$1.15K ﹤0.01% 355

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Spectrum Wealth Counsel's WBS Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Webster Financial (WBS) position steady in Q1 2025 at 25 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Spectrum Wealth Counsel first reported a position in WBS in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.38K in Q4 2024. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Spectrum Wealth Counsel held 25 shares of Webster Financial worth $1.29K as of Q1 2025.
  • Spectrum Wealth Counsel left its Webster Financial share count unchanged in Q1 2025.
  • Webster Financial made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #309 holding.
  • Spectrum Wealth Counsel first reported a position in Webster Financial in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Webster Financial position peaked at $1.38K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.