Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Webster Financial WBS Stock Holding History

Wealth Enhancement Advisory Services’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
-40,698
Closed -$1.28M – 4455
2026
Q2 		$1.28M Sell
40,698
-29,527
-42% -$2.15M ﹤0.01% 1895
2026
Q1 		$3.01M Buy
70,225
+34,042
+94% +$2.33M 0.01% 1176
2025
Q4 		$2.41M Sell
36,183
-112
-0.3% -$6.65K ﹤0.01% 1413
2025
Q3 		$2.18M Buy
36,295
+1,833
+5% +$109K ﹤0.01% 1382
2025
Q2 		$2.02M Buy
34,462
+18,945
+122% +$944K ﹤0.01% 1343
2025
Q1 		$800K Buy
15,517
+4,653
+43% +$259K ﹤0.01% 1728
2024
Q4 		$600K Buy
10,864
+1,459
+16% +$80.1K ﹤0.01% 1851
2024
Q3 		$438K Buy
9,405
+92
+1% +$4.22K ﹤0.01% 1907
2024
Q2 		$406K Sell
9,313
-324
-3% -$14.4K ﹤0.01% 1772
2024
Q1 		$489K Buy
9,637
+248
+3% +$12.1K ﹤0.01% 1601
2023
Q4 		$477K Sell
9,389
-1,525
-14% -$65.9K ﹤0.01% 1536
2023
Q3 		$440K Buy
+10,914
New +$464K ﹤0.01% 1507

Wealth Enhancement Advisory Services's WBS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Webster Financial (WBS) in Q3 2026, closing a stake of 40,698 shares — an estimated $1.28M sold.

Wealth Enhancement Advisory Services first reported a position in WBS in Q3 2023 and held it in 12 quarters. The position peaked at $3.01M in Q1 2026. 0 funds tracked by Wall St. Rank hold WBS as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Webster Financial position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 40,698 Webster Financial shares in Q3 2026, an estimated $1.28M.
  • Wealth Enhancement Advisory Services first reported a position in Webster Financial in Q3 2023 and held it in 12 quarters.
  • Wealth Enhancement Advisory Services's Webster Financial position peaked at $3.01M in Q1 2026.
  • 0 funds tracked by Wall St. Rank held Webster Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.