AssetMark Inc
WNEB icon

AssetMark Inc’s Western New England Bancorp WNEB Stock Holding History

AssetMark Inc’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.9K Hold
1,090
– – ﹤0.01% 2374
2026
Q2 		$15.6K Hold
1,090
– – ﹤0.01% 2282
2026
Q1 		$14.1K Buy
+1,090
New +$14.3K ﹤0.01% 2189

Other funds holding WNEB

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State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

AssetMark Inc's WNEB Position: Q3 2026 in Review

AssetMark Inc held its Western New England Bancorp (WNEB) position steady in Q3 2026 at 1,090 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

AssetMark Inc first reported a position in WNEB in Q1 2026 and has held it in 3 quarters since. The position peaked at $15.6K in Q2 2026. 10 funds tracked by Wall St. Rank hold WNEB as of Q3 2026.

  • AssetMark Inc held 1,090 shares of Western New England Bancorp worth $14.9K as of Q3 2026.
  • AssetMark Inc left its Western New England Bancorp share count unchanged in Q3 2026.
  • Western New England Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2374 holding.
  • AssetMark Inc first reported a position in Western New England Bancorp in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's Western New England Bancorp position peaked at $15.6K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Western New England Bancorp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.