WT
WBS

Washington Trust’s Webster Financial WBS Stock Holding History

Washington Trust’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
-629
Closed -$32.4K – 726
2025
Q1 		$32.4K Sell
629
-940
-60% -$52.3K ﹤0.01% 467
2024
Q4 		$86.7K Sell
1,569
-4
-0.3% -$220 ﹤0.01% 360
2024
Q3 		$73.3K Buy
1,573
+5
+0.3% +$229 ﹤0.01% 391
2024
Q2 		$68.3K Buy
1,568
+1
+0.1% +$45 ﹤0.01% 399
2024
Q1 		$79.6K Buy
1,567
+69
+5% +$3.37K ﹤0.01% 388
2023
Q4 		$76K Hold
1,498
– – ﹤0.01% 369
2023
Q3 		$60.4K Sell
1,498
-3
-0.2% -$128 ﹤0.01% 365
2023
Q2 		$56.7K Sell
1,501
-59
-4% -$2.18K ﹤0.01% 397
2023
Q1 		$61.5K Sell
1,560
-1
-0.1% -$48 ﹤0.01% 382
2022
Q4 		$73.9K Sell
1,561
-6
-0.4% -$300 ﹤0.01% 349
2022
Q3 		$71K Sell
1,567
-1
-0.1% -$46 ﹤0.01% 343
2022
Q2 		$66K Sell
1,568
-1
-0.1% -$48 ﹤0.01% 361
2022
Q1 		$88K Sell
1,569
-1
-0.1% -$59 ﹤0.01% 349
2021
Q4 		$88K Sell
1,570
-1,218
-44% -$68.6K ﹤0.01% 349
2021
Q3 		$152K Buy
2,788
+86
+3% +$4.28K ﹤0.01% 354
2021
Q2 		$144K Buy
2,702
+800
+42% +$44.4K ﹤0.01% 355
2021
Q1 		$105K Sell
1,902
-7
-0.4% -$373 ﹤0.01% 386
2020
Q4 		$81K Sell
1,909
-1
-0.1% -$36 ﹤0.01% 409
2020
Q3 		$50K Buy
1,910
+1,109
+138% +$30K ﹤0.01% 446
2020
Q2 		$22K Sell
801
-19
-2% -$503 ﹤0.01% 544
2020
Q1 		$18K Buy
+820
New +$33.4K ﹤0.01% 576
2018
Q3 		– Sell
-1,781
Closed -$113K – 811
2018
Q2 		$113K Buy
+1,781
New +$111K 0.01% 296

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Washington Trust's WBS Position: Q2 2025 in Review

Washington Trust sold out of Webster Financial (WBS) in Q2 2025, closing a stake of 629 shares — an estimated $32.4K sold.

Washington Trust first reported a position in WBS in Q2 2018 and held it in 22 quarters. The position peaked at $152K in Q3 2021. 498 funds tracked by Wall St. Rank hold WBS as of Q2 2025.

  • Washington Trust reported no remaining Webster Financial position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 629 Webster Financial shares in Q2 2025, an estimated $32.4K.
  • Washington Trust first reported a position in Webster Financial in Q2 2018 and held it in 22 quarters.
  • Washington Trust's Webster Financial position peaked at $152K in Q3 2021.
  • 498 funds tracked by Wall St. Rank held Webster Financial as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.