Filing Research | WNEB - Western New England Bancorp Inc Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	178.0KSH	$2.5M
2	ST GERMAIN D J CO INC	Shares	25.4KSH	$362.5K
3	Curated Wealth Partners LLC	Shares	1.3KSH	$222.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.9KSH	$70.4K
5	ARMSTRONG ADVISORY GROUP, INC	Shares	1.2KSH	$17.4K
6	EverSource Wealth Advisors, LLC	Shares	381SH	$5.4K
7	GAMMA Investing LLC	Shares	97SH	$1.4K
8	Farther Finance Advisors, LLC	Shares	21SH	$300
9	SJS Investment Consulting Inc.	Shares	1SH	$15
10	SBI Securities Co., Ltd.	Shares	1SH	$14
11	State of Alaska, Department of Revenue	Shares	925SH	$13

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

13 / 13 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+1.3K	+$222.0K	$222.0K
2	HENNESSY ADVISORS INC trimmed	Shares	-2.0K	+$218.0K	$2.5M
3	ST GERMAIN D J CO INC added	Shares	+47	+$35.3K	$362.5K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.7K	$70.4K
5	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$1.7K	$17.4K
6	EverSource Wealth Advisors, LLC added	Shares	+10	+$651	$5.4K
7	GAMMA Investing LLC unchanged	Shares	0	+$133	$1.4K
8	SJS Investment Consulting Inc. new	Shares	+1	+$15	$15
9	Farther Finance Advisors, LLC trimmed	Shares	-1	+$12	$300
10	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$13
11	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$14
12	IFP Advisors, Inc exited	Shares	-2	-$26	$0
13	Sound Income Strategies, LLC exited	Shares	-3.1K	-$40.3K	$0

Filing Research | WNEB - Western New England Bancorp Inc Institutional Holdings