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Webster Bank’s Interactive Brokers IBKR Stock Holding History

Webster Bank’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-104
Closed -$4.3K – 681
2025
Q1 		$4.3K Hold
104
– – ﹤0.01% 534
2024
Q4 		$4.59K Hold
104
– – ﹤0.01% 537
2024
Q3 		$3.62K Hold
104
– – ﹤0.01% 556
2024
Q2 		$3.19K Hold
104
– – ﹤0.01% 582
2024
Q1 		$2.9K Buy
+104
New +$2.59K ﹤0.01% 580

Other funds holding IBKR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Webster Bank's IBKR Position: Q2 2025 in Review

Webster Bank sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 104 shares — an estimated $4.3K sold.

Webster Bank first reported a position in IBKR in Q1 2024 and held it in 5 quarters. The position peaked at $4.59K in Q4 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Webster Bank reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Webster Bank sold 104 Interactive Brokers shares in Q2 2025, an estimated $4.3K.
  • Webster Bank first reported a position in Interactive Brokers in Q1 2024 and held it in 5 quarters.
  • Webster Bank's Interactive Brokers position peaked at $4.59K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Webster Bank's 13F filing for Q2 2025, filed 8 Jul 2025.