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EP Wealth Advisors’s Northeast Community Bancorp NECB Stock Holding History

EP Wealth Advisors’s Portfolio NECB Stock Details NECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Sell
10,504
-170
-2% -$4.22K ﹤0.01% 1314
2026
Q1 		$254K Buy
10,674
+88
+0.8% +$2.08K ﹤0.01% 1264
2025
Q4 		$239K Buy
+10,586
New +$224K ﹤0.01% 1269
2025
Q2 		$234K Sell
10,087
-221
-2% -$5K ﹤0.01% 1162
2025
Q1 		$242K Buy
+10,308
New +$246K ﹤0.01% 1032

Other funds holding NECB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

EP Wealth Advisors's NECB Position: Q2 2026 in Review

EP Wealth Advisors reduced its Northeast Community Bancorp (NECB) stake by 1.6% in Q2 2026, selling an estimated $4.22K and leaving 10,504 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

EP Wealth Advisors first reported a position in NECB in Q1 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold NECB as of Q2 2026.

  • EP Wealth Advisors held 10,504 shares of Northeast Community Bancorp worth $291K as of Q2 2026.
  • EP Wealth Advisors sold 170 Northeast Community Bancorp shares in Q2 2026, an estimated $4.22K.
  • Northeast Community Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1314 holding.
  • EP Wealth Advisors first reported a position in Northeast Community Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.