EverSource Wealth Advisors’s Western New England Bancorp WNEB Stock Holding History

EverSource Wealth Advisors’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	$5.45K	Buy	381 +10	+3%	+$137	﹤0.01%	3244
2026 Q1	$4.8K	Buy	371 +1	+0.3%	+$13	﹤0.01%	3287
2025 Q4	$4.67K	Buy	370 +5	+1%	+$60	﹤0.01%	3154
2025 Q3	$4.38K	Hold	365	–	–	﹤0.01%	3216
2025 Q2	$3.37K	Hold	365	–	–	﹤0.01%	3312
2025 Q1	$3.4K	Hold	365	–	–	﹤0.01%	2680
2024 Q4	$3.36K	Hold	365	–	–	﹤0.01%	2514
2024 Q3	$3.1K	Hold	365	–	–	﹤0.01%	2405
2024 Q2	$3.02K	Hold	365	–	–	﹤0.01%	2411
2024 Q1	$2.21K	Hold	365	–	–	﹤0.01%	2349
2023 Q4	$3.29K	Hold	365	–	–	﹤0.01%	2021
2023 Q3	$2.37K	Buy	+365	New	+$2.31K	﹤0.01%	1958

Other funds holding WNEB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EverSource Wealth Advisors's WNEB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Western New England Bancorp (WNEB) stake by 2.7% in Q2 2026, buying an estimated $137 and bringing the position to 381 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3244.

EverSource Wealth Advisors first reported a position in WNEB in Q3 2023 and has held it in 12 quarters since. 100 funds tracked by Wall St. Rank hold WNEB as of Q2 2026.

EverSource Wealth Advisors held 381 shares of Western New England Bancorp worth $5.45K as of Q2 2026.
EverSource Wealth Advisors bought 10 Western New England Bancorp shares in Q2 2026, an estimated $137.
Western New England Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3244 holding.
EverSource Wealth Advisors first reported a position in Western New England Bancorp in Q3 2023 and has held it in 12 quarters since.
100 funds tracked by Wall St. Rank held Western New England Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.