Beese Fulmer Investment Management’s Western New England Bancorp WNEB Stock Holding History

Beese Fulmer Investment Management’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 Q2	$171K	Buy	11,945 +16	+0.1%	+$218	0.01%	396
2026 Q1	$154K	Sell	11,929 -4	-0%	-$52	0.01%	424
2025 Q4	$151K	Hold	11,933	–	–	0.01%	392
2025 Q3	$143K	Hold	11,933	–	–	0.01%	283
2025 Q2	$110K	Hold	11,933	–	–	0.01%	285
2025 Q1	$111K	Hold	11,933	–	–	0.01%	251
2024 Q4	$110K	Hold	11,933	–	–	0.01%	227
2024 Q3	$101K	Hold	11,933	–	–	0.01%	232
2024 Q2	$82.1K	Hold	11,933	–	–	0.01%	222
2024 Q1	$91.5K	Hold	11,933	–	–	0.01%	224
2023 Q4	$107K	Hold	11,933	–	–	0.01%	224
2023 Q3	$77.4K	Hold	11,933	–	–	0.01%	217
2023 Q2	$69.7K	Hold	11,933	–	–	0.01%	219
2023 Q1	$98K	Hold	11,933	–	–	0.01%	217
2022 Q4	$113K	Hold	11,933	–	–	0.01%	218
2022 Q3	$97K	Hold	11,933	–	–	0.01%	206
2022 Q2	$89K	Hold	11,933	–	–	0.01%	222
2022 Q1	$107K	Hold	11,933	–	–	0.01%	230
2021 Q4	$105K	Hold	11,933	–	–	0.01%	244
2021 Q3	$102K	Sell	11,933 -12,346	-51%	-$103K	0.01%	237
2021 Q2	$198K	Hold	24,279	–	–	0.02%	225
2021 Q1	$205K	Hold	24,279	–	–	0.02%	212
2020 Q4	$167K	Hold	24,279	–	–	0.02%	204
2020 Q3	$137K	Hold	24,279	–	–	0.02%	186
2020 Q2	$141K	Hold	24,279	–	–	0.02%	213
2020 Q1	$164K	Hold	24,279	–	–	0.03%	170
2019 Q4	$234K	Hold	24,279	–	–	0.03%	181
2019 Q3	$231K	Hold	24,279	–	–	0.03%	182
2019 Q2	$227K	Hold	24,279	–	–	0.04%	158
2019 Q1	$224K	Hold	24,279	–	–	0.04%	155
2018 Q4	$244K	Hold	24,279	–	–	0.05%	142
2018 Q3	$262K	Hold	24,279	–	–	0.05%	151
2018 Q2	$267K	Hold	24,279	–	–	0.06%	142
2018 Q1	$259K	Hold	24,279	–	–	0.06%	146
2017 Q4	$265K	Hold	24,279	–	–	0.06%	150
2017 Q3	$265K	Hold	24,279	–	–	0.06%	146
2017 Q2	$246K	Hold	24,279	–	–	0.06%	148
2017 Q1	$255K	Hold	24,279	–	–	0.06%	147
2016 Q4	$227K	Buy	+24,279	New	+$200K	0.06%	156
2013 Q4	–	Sell	-10,000	Closed	-$71K	–	150
2013 Q3	$71K	Hold	10,000	–	–	0.03%	145
2013 Q2	$70K	Buy	+10,000	New	+$74.7K	0.03%	131

Other funds holding WNEB

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Beese Fulmer Investment Management's WNEB Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Western New England Bancorp (WNEB) stake by 0.13% in Q2 2026, buying an estimated $218 and bringing the position to 11,945 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #396.

Beese Fulmer Investment Management first reported a position in WNEB in Q2 2013 and has held it in 41 quarters since. The position peaked at $267K in Q2 2018. 16 funds tracked by Wall St. Rank hold WNEB as of Q2 2026.

Beese Fulmer Investment Management held 11,945 shares of Western New England Bancorp worth $171K as of Q2 2026.
Beese Fulmer Investment Management bought 16 Western New England Bancorp shares in Q2 2026, an estimated $218.
Western New England Bancorp made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #396 holding.
Beese Fulmer Investment Management first reported a position in Western New England Bancorp in Q2 2013 and has held it in 41 quarters since.
Beese Fulmer Investment Management's Western New England Bancorp position peaked at $267K in Q2 2018.
16 funds tracked by Wall St. Rank held Western New England Bancorp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.