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Webster Financial Corporation shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Webster Financial Corporation (WBS) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Webster Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Webster Financial Corporation held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Webster Financial Corporation by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $610k 10k 59.44
2025-06-30 $561k 10k 54.60
2025-03-31 $494k 9.6k 51.55
2024-12-31 $528k 9.6k 55.22
2024-09-30 $581k 13k 46.61
2024-06-30 $554k 13k 43.59
2024-03-31 $644k 13k 50.77
2023-12-31 $643k 13k 50.76
2023-09-30 $511k 13k 40.31
2023-06-30 $500k 13k 37.75
2023-03-31 $549k 14k 39.42
2022-12-31 $1.3M 28k 47.34
2022-09-30 $1.2M 27k 45.21
2022-06-30 $1.1M 27k 42.15
2022-03-31 $2.1M 37k 56.14
2021-12-31 $574k 10k 55.87
2021-09-30 $532k 9.8k 54.45
2021-06-30 $521k 9.8k 53.34
2021-03-31 $538k 9.8k 55.10
2020-12-31 $411k 9.8k 42.11
2020-09-30 $263k 10k 26.41
2020-06-30 $285k 10k 28.64
2020-03-31 $221k 9.6k 22.91
2019-12-31 $596k 11k 53.32
2019-09-30 $577k 12k 46.90
2019-03-31 $623k 12k 50.66
2018-12-31 $606k 12k 49.28
2018-09-30 $831k 14k 58.98
2018-06-30 $898k 14k 63.73
2018-03-31 $781k 14k 55.43
2017-12-31 $791k 14k 56.14
2017-09-30 $740k 14k 52.53
2017-06-30 $736k 14k 52.25
2017-03-31 $702k 14k 50.05
2016-12-31 $761k 14k 54.26

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding Webster Financial Corporation

Vanguard Group
BlackRock
FMR
Dimensional Fund Advisors
State Street Corporation
Invesco
Capital Research and Management Company - Division 3
Earnest Partners
Geode Capital Management
Macquarie Group
American Century Companies
Citadel Advisors
Alyeska Investment Group
Davis Asset Management
Sei Investments

View all funds holding Webster Financial Corporation