Integrated Wealth Concepts’s Northeast Community Bancorp NECB Stock Holding History

Integrated Wealth Concepts’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	$9.54K	Buy	+344	New	+$8.54K	﹤0.01%	4591
2024 Q1	–	Sell	-14,956	Closed	-$265K	–	1688
2023 Q4	$265K	Buy	14,956 +2,806	+23%	+$45.6K	﹤0.01%	1324
2023 Q3	$179K	Buy	12,150 +90	+0.7%	+$1.41K	﹤0.01%	1431
2023 Q2	$179K	Hold	12,060	–	–	﹤0.01%	1443
2023 Q1	$158K	Hold	12,060	–	–	﹤0.01%	1241
2022 Q4	$180K	Hold	12,060	–	–	﹤0.01%	953
2022 Q3	$150K	Hold	12,060	–	–	﹤0.01%	894
2022 Q2	$142K	Buy	+12,060	New	+$136K	﹤0.01%	921
2022 Q1	–	Sell	-12,060	Closed	-$134K	–	1015
2021 Q4	$134K	Hold	12,060	–	–	﹤0.01%	961
2021 Q3	$131K	Buy	+12,060	New	+$127K	﹤0.01%	913

Other funds holding NECB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Integrated Wealth Concepts's NECB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Northeast Community Bancorp (NECB) in Q2 2026: 344 shares worth $9.54K. The stake represents ﹤0.01% of the portfolio and ranks #4591 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in NECB as recently as Q4 2023.

Integrated Wealth Concepts first reported a position in NECB in Q3 2021 and has held it in 10 quarters since. The position peaked at $265K in Q4 2023. 128 funds tracked by Wall St. Rank hold NECB as of Q2 2026.

Integrated Wealth Concepts held 344 shares of Northeast Community Bancorp worth $9.54K as of Q2 2026.
Northeast Community Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Northeast Community Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4591 holding.
Integrated Wealth Concepts first reported a position in Northeast Community Bancorp in Q3 2021 and has held it in 10 quarters since.
Integrated Wealth Concepts's Northeast Community Bancorp position peaked at $265K in Q4 2023.
128 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q2 2026.

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