Thurston Springer Miller Herd & Titak’s Webster Financial WBS Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.91K	Hold	25	–	–	﹤0.01%	1095
2026 Q1	$1.74K	Hold	25	–	–	﹤0.01%	1192
2025 Q4	$1.57K	Hold	25	–	–	﹤0.01%	1240
2025 Q3	$1.49K	Hold	25	–	–	﹤0.01%	488
2025 Q2	$1.36K	Sell	25 -333	-93%	-$16.6K	﹤0.01%	1467
2025 Q1	$18.5K	Buy	358 +333	+1,332%	+$18.5K	﹤0.01%	907
2024 Q4	$1.38K	Hold	25	–	–	﹤0.01%	1171
2024 Q3	$1.17K	Hold	25	–	–	﹤0.01%	1393
2024 Q2	$1.09K	Buy	+25	New	+$1.11K	﹤0.01%	1375

Other funds holding WBS

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return