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Summit Securities Group’s Webster Financial WBS Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-1
Closed -$52 – 1464
2025
Q1 		$52 Buy
+1
New +$56 ﹤0.01% 754
2023
Q3 		– Sell
-1
Closed – – 1053
2023
Q2 		$0 Buy
+1
New +$37 ﹤0.01% 1114

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Securities Group's WBS Position: Q2 2025 in Review

Summit Securities Group sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 1 share — an estimated $52 sold.

Summit Securities Group first reported a position in WBS in Q2 2023 and held it in 2 quarters. The position peaked at $52 in Q1 2025. 496 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Summit Securities Group reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 Webster Financial share in Q2 2025, an estimated $52.
  • Summit Securities Group first reported a position in Webster Financial in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's Webster Financial position peaked at $52 in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.