Stephens Consulting’s Webster Financial WBS Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-1	Closed	-$55	–	1162
2025 Q2	$55	Buy	+1	New	+$50	﹤0.01%	1102

Other funds holding WBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's WBS Position: Q3 2025 in Review

Stephens Consulting sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 1 share — an estimated $55 sold.

Stephens Consulting first reported a position in WBS in Q2 2025 and held it in 1 quarter. The position peaked at $55 in Q2 2025. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

Stephens Consulting reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Webster Financial share in Q3 2025, an estimated $55.
Stephens Consulting first reported a position in Webster Financial in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Webster Financial position peaked at $55 in Q2 2025.
514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.