SP
WBS icon

Stablepoint Partners’s Webster Financial WBS Stock Holding History

Stablepoint Partners’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 		$7.12M Sell
93,233
-171
-0.2% -$12.4K 0.99% 31
2026
Q1 		$6.48M Buy
93,404
+866
+0.9% +$59.3K 0.96% 33
2025
Q4 		$5.82M Buy
92,538
+1,490
+2% +$88.5K 0.91% 36
2025
Q3 		$5.41M Buy
91,048
+3,099
+4% +$185K 0.86% 43
2025
Q2 		$4.8M Buy
87,949
+2,820
+3% +$141K 0.82% 44
2025
Q1 		$4.39M Sell
85,129
-9,387
-10% -$522K 0.8% 48
2024
Q4 		$5.22M Buy
94,516
+1,166
+1% +$64K 0.96% 30
2024
Q3 		$4.35M Buy
93,350
+1,683
+2% +$77.2K 0.79% 48
2024
Q2 		$4.43M Sell
91,667
-6,386
-7% -$284K 0.86% 43
2024
Q1 		$4.98M Buy
98,053
+7,360
+8% +$360K 1.01% 33
2023
Q4 		$4.6M Buy
+90,693
New +$3.92M 1.18% 24

Other funds holding WBS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 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