Creative Planning »

Webster Financial Corporation shares owned by Creative Planning

Quarter-by-quarter ownership of Webster Financial Corporation (WBS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Webster Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Webster Financial Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Webster Financial Corporation by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 79k 59.44
2025-06-30 $3.5M 64k 54.60
2025-03-31 $3.0M 58k 51.55
2024-12-31 $2.9M 53k 55.22
2024-09-30 $1.9M 40k 46.61
2024-06-30 $1.6M 37k 43.59
2024-03-31 $1.8M 35k 50.77
2023-12-31 $1.7M 33k 50.76
2023-09-30 $1.2M 30k 40.31
2023-06-30 $1.0M 27k 37.75
2023-03-31 $889k 23k 39.42
2022-12-31 $1.1M 24k 47.34
2022-09-30 $822k 18k 45.22
2022-06-30 $669k 16k 42.18
2022-03-31 $1.5M 26k 56.13
2021-12-31 $318k 5.7k 55.78
2021-09-30 $333k 6.1k 54.47
2021-06-30 $303k 5.7k 53.35
2021-03-31 $540k 9.8k 55.06
2020-12-31 $413k 9.8k 42.11
2020-09-30 $264k 10k 26.38
2020-06-30 $290k 10k 28.66
2020-03-31 $225k 9.8k 22.90
2019-12-31 $545k 10k 53.37
2019-09-30 $464k 9.9k 46.84
2019-06-30 $490k 10k 47.79
2019-03-31 $549k 11k 50.63
2018-12-31 $537k 11k 49.29
2018-09-30 $650k 11k 58.95
2018-06-30 $941k 15k 63.69
2018-03-31 $819k 15k 55.42
2017-12-31 $555k 9.9k 56.18
2017-09-30 $519k 9.9k 52.55
2017-06-30 $515k 9.9k 52.21
2017-03-31 $501k 10k 50.00
2016-12-31 $535k 9.9k 54.24
2016-09-30 $375k 9.9k 38.02
2016-06-30 $220k 6.5k 34.02
2016-03-31 $230k 6.4k 35.93
2015-12-31 $238k 6.4k 37.18
2015-09-30 $214k 6.0k 35.65

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

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