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IFP Advisors’s Western New England Bancorp WNEB Stock Holding History

IFP 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 		– Sell
-2
Closed -$26 – 5300
2026
Q1 		$26 Hold
2
– – ﹤0.01% 4903
2025
Q4 		$25 Sell
2
-1
-33% -$12 ﹤0.01% 4786
2025
Q3 		$36 Buy
+3
New +$34 ﹤0.01% 4698

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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

IFP Advisors's WNEB Position: Q2 2026 in Review

IFP Advisors sold out of Western New England Bancorp (WNEB) in Q2 2026, closing a stake of 2 shares — an estimated $26 sold.

IFP Advisors first reported a position in WNEB in Q3 2025 and held it in 3 quarters. The position peaked at $36 in Q3 2025. 10 funds tracked by Wall St. Rank hold WNEB as of Q2 2026.

  • IFP Advisors reported no remaining Western New England Bancorp position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 2 Western New England Bancorp shares in Q2 2026, an estimated $26.
  • IFP Advisors first reported a position in Western New England Bancorp in Q3 2025 and held it in 3 quarters.
  • IFP Advisors's Western New England Bancorp position peaked at $36 in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Western New England Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.