Truist Financial

Truist Financial’s Webster Financial WBS Stock Holding History

Truist Financial’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
2024 Q3	–	Sell	-98,257	Closed	-$4.28M	–	2746
2024 Q2	$4.28M	Sell	98,257 -32,495	-25%	-$1.45M	0.01%	921
2024 Q1	$6.64M	Sell	130,752 -4,283	-3%	-$209K	0.01%	777
2023 Q4	$6.85M	Sell	135,035 -12,152	-8%	-$525K	0.01%	747
2023 Q3	$5.93M	Sell	147,187 -3,474	-2%	-$148K	0.01%	777
2023 Q2	$5.69M	Sell	150,661 -49,432	-25%	-$1.82M	0.01%	789
2023 Q1	$7.89M	Buy	200,093 +13,491	+7%	+$648K	0.01%	667
2022 Q4	$8.83M	Sell	186,602 -27,951	-13%	-$1.4M	0.02%	612
2022 Q3	$9.7M	Buy	214,553 +33,169	+18%	+$1.53M	0.02%	561
2022 Q2	$7.64M	Buy	181,384 +565	+0.3%	+$27.2K	0.01%	667
2022 Q1	$10.1M	Sell	180,819 -37,496	-17%	-$2.23M	0.02%	633
2021 Q4	$12.2M	Sell	218,315 -20,227	-8%	-$1.14M	0.02%	582
2021 Q3	$13M	Sell	238,542 -53	-0%	-$2.64K	0.02%	545
2021 Q2	$12.7M	Sell	238,595 -11,714	-5%	-$649K	0.02%	554
2021 Q1	$13.8M	Buy	+250,309	New	+$13.3M	0.02%	513
2020 Q4	–	Sell	-309,383	Closed	-$8.17M	–	2645
2020 Q3	$8.17M	Sell	309,383 -70,250	-19%	-$1.9M	0.02%	605
2020 Q2	$10.9M	Sell	379,633 -101,480	-21%	-$2.69M	0.02%	510
2020 Q1	$11M	Sell	481,113 -22,711	-5%	-$924K	0.03%	467
2019 Q4	$26.9M	Buy	+503,824	New	+$24.2M	0.05%	336

Other funds holding WBS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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 $141B AUM 30.34% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return