True Wealth Design’s Webster Financial WBS Stock Holding History

True Wealth Design’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 Q3	–	Sell	-70	Closed	-$5.35K	–	2796
2026 Q2	$5.35K	Sell	70 -60	-46%	-$4.36K	﹤0.01%	1297
2026 Q1	$9.03K	Buy	130 +50	+63%	+$3.42K	﹤0.01%	1004
2025 Q4	$5.04K	Sell	80 -190	-70%	-$11.3K	﹤0.01%	1084
2025 Q3	$16K	Buy	270 +186	+221%	+$11.1K	﹤0.01%	684
2025 Q2	$4.59K	Sell	84 -534	-86%	-$26.6K	﹤0.01%	842
2025 Q1	$31.9K	Buy	+618	New	+$34.4K	0.01%	265

True Wealth Design's WBS Position: Q3 2026 in Review

True Wealth Design sold out of Webster Financial (WBS) in Q3 2026, closing a stake of 70 shares — an estimated $5.35K sold.

True Wealth Design first reported a position in WBS in Q1 2025 and held it in 6 quarters. The position peaked at $31.9K in Q1 2025. 0 funds tracked by Wall St. Rank hold WBS as of Q3 2026.

True Wealth Design reported no remaining Webster Financial position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 70 Webster Financial shares in Q3 2026, an estimated $5.35K.
True Wealth Design first reported a position in Webster Financial in Q1 2025 and held it in 6 quarters.
True Wealth Design's Webster Financial position peaked at $31.9K in Q1 2025.
0 funds tracked by Wall St. Rank held Webster Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.