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Essex Financial Services’s Western New England Bancorp WNEB Stock Holding History

Essex Financial Services’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
Q1 		$176K Buy
13,633
+6
+0% +$79 0.01% 769
2025
Q4 		$172K Buy
13,627
+7
+0.1% +$84 0.01% 762
2025
Q3 		$164K Buy
13,620
+36
+0.3% +$410 0.01% 730
2025
Q2 		$125K Hold
13,584
– – 0.01% 678
2025
Q1 		$126K Sell
13,584
-2,015
-13% -$18.6K 0.01% 620
2024
Q4 		$144K Buy
15,599
+16
+0.1% +$144 0.01% 616
2024
Q3 		$134K Buy
15,583
+16
+0.1% +$131 0.01% 614
2024
Q2 		$117K Buy
15,567
+20
+0.1% +$132 0.01% 604
2024
Q1 		$119K Buy
15,547
+17
+0.1% +$141 0.01% 528
2023
Q4 		$140K Buy
15,530
+17
+0.1% +$130 0.01% 493
2023
Q3 		$101K Buy
15,513
+1,929
+14% +$12.2K 0.01% 459
2023
Q2 		$79.3K Hold
13,584
– – 0.01% 466
2023
Q1 		$112K Hold
13,584
– – 0.01% 473
2022
Q4 		$128K Hold
13,584
– – 0.01% 465
2022
Q3 		$110K Hold
13,584
– – 0.01% 446
2022
Q2 		$101K Hold
13,584
– – 0.01% 468
2022
Q1 		$121K Hold
13,584
– – 0.01% 495
2021
Q4 		$119K Hold
13,584
– – 0.01% 491
2021
Q3 		$116K Hold
13,584
– – 0.01% 459
2021
Q2 		$115K Hold
13,584
– – 0.02% 458
2021
Q1 		$115K Hold
13,584
– – 0.02% 348
2020
Q4 		$94K Sell
13,584
-1,534
-10% -$9.97K 0.02% 324
2020
Q3 		$85K Buy
+15,118
New +$81.4K 0.02% 282
2020
Q1 		– Sell
-15,118
Closed -$146K – 281
2019
Q4 		$146K Hold
15,118
– – 0.04% 263
2019
Q3 		$144K Hold
15,118
– – 0.05% 242
2019
Q2 		$141K Hold
15,118
– – 0.04% 234
2019
Q1 		$140K Hold
15,118
– – 0.04% 227
2018
Q4 		$152K Buy
+15,118
New +$150K 0.05% 237

Other funds holding WNEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Essex Financial Services's WNEB Position: Q1 2026 in Review

Essex Financial Services increased its Western New England Bancorp (WNEB) stake by 0.04% in Q1 2026, buying an estimated $79 and bringing the position to 13,633 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #769.

Essex Financial Services first reported a position in WNEB in Q4 2018 and has held it in 28 quarters since. 97 funds tracked by Wall St. Rank hold WNEB as of Q1 2026.

  • Essex Financial Services held 13,633 shares of Western New England Bancorp worth $176K as of Q1 2026.
  • Essex Financial Services bought 6 Western New England Bancorp shares in Q1 2026, an estimated $79.
  • Western New England Bancorp made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #769 holding.
  • Essex Financial Services first reported a position in Western New England Bancorp in Q4 2018 and has held it in 28 quarters since.
  • 97 funds tracked by Wall St. Rank held Western New England Bancorp as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.