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Steward Financial Group’s Webster Financial WBS Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+99
New +$4.21K ﹤0.01% 897
2022
Q3 		– Sell
-56
Closed -$2K – 1308
2022
Q2 		$2K Buy
+56
New +$2.7K ﹤0.01% 622

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's WBS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Webster Financial (WBS) in Q3 2023: 99 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WBS as recently as Q2 2022.

Steward Financial Group first reported a position in WBS in Q2 2022 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • Steward Financial Group held 99 shares of Webster Financial worth $3K as of Q3 2023.
  • Webster Financial was a new Steward Financial Group position in Q3 2023.
  • Webster Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #897 holding.
  • Steward Financial Group first reported a position in Webster Financial in Q2 2022 and has held it in 2 quarters since.
  • 443 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.