IWC
WSBK

Integrated Wealth Concepts’s Winchester Bancorp WSBK Stock Holding History

Integrated Wealth Concepts’s Portfolio WSBK Stock Details WSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Buy
82,000
+25,000
+44% +$321K 0.01% 1301
2026
Q1 		$724K Hold
57,000
– – 0.01% 1302
2025
Q4 		$596K Buy
57,000
+2,000
+4% +$19.5K 0.01% 1010
2025
Q3 		$525K Hold
55,000
– – ﹤0.01% 1311
2025
Q2 		$492K Buy
+55,000
New +$506K ﹤0.01% 1282

Other funds holding WSBK

MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NFC
Northstar Financial Companies Conshohocken, Pennsylvania $148M AUM 33.49% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Winchester Bancorp (WSBK) stake by 44% in Q2 2026, buying an estimated $321K and bringing the position to 82,000 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1301.

Integrated Wealth Concepts first reported a position in WSBK in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold WSBK as of Q2 2026.

  • Integrated Wealth Concepts held 82,000 shares of Winchester Bancorp worth $1.08M as of Q2 2026.
  • Integrated Wealth Concepts bought 25,000 Winchester Bancorp shares in Q2 2026, an estimated $321K.
  • Winchester Bancorp made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1301 holding.
  • Integrated Wealth Concepts first reported a position in Winchester Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Winchester Bancorp as of Q2 2026.

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