Filing Research | GCBC - GREENE CNTY BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Benin Management CORP	Shares	6.1KSH	$205.0K
2	Police & Firemen's Retirement System of New Jersey	Shares	2.9KSH	$97.7K
3	Dorato Capital Management	Shares	654SH	$21.0K
4	IFP Advisors, Inc	Shares	65SH	$2.2K
5	EverSource Wealth Advisors, LLC	Shares	44SH	$1.5K
6	GAMMA Investing LLC	Shares	26SH	$873
7	Bogart Wealth, LLC	Shares	20SH	$672
8	Farther Finance Advisors, LLC	Shares	10SH	$333
9	True Wealth Design, LLC	Shares	3SH	$101
10	State of Alaska, Department of Revenue	Shares	639SH	$21

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Benin Management CORP new	Shares	+6.1K	+$205.0K	$205.0K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$66.2K	$97.7K
3	Dorato Capital Management unchanged	Shares	0	+$5.4K	$21.0K
4	IFP Advisors, Inc added	Shares	+15	+$1.1K	$2.2K
5	GAMMA Investing LLC added	Shares	+19	+$716	$873
6	Bogart Wealth, LLC new	Shares	+20	+$672	$672
7	EverSource Wealth Advisors, LLC trimmed	Shares	-6	+$358	$1.5K
8	Farther Finance Advisors, LLC added	Shares	+7	+$265	$333
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$7	$21
10	True Wealth Design, LLC trimmed	Shares	-2	-$12	$101
11	Scarborough Advisors, LLC exited	Shares	-64	-$1.4K	$0

Filing Research | GCBC - GREENE CNTY BANCORP INC Institutional Holdings