LPL Financial’s Winchester Bancorp WSBK Stock Holding History

LPL Financial’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 Q3	$200K	Hold	15,500	–	–	﹤0.01%	5838
2026 Q2	$204K	Hold	15,500	–	–	﹤0.01%	5748
2026 Q1	$197K	Hold	15,500	–	–	﹤0.01%	5501
2025 Q4	$162K	Hold	15,500	–	–	﹤0.01%	5507
2025 Q3	$148K	Hold	15,500	–	–	﹤0.01%	5426
2025 Q2	$139K	Buy	+15,500	New	+$143K	﹤0.01%	5190

Other funds holding WSBK

Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial's WSBK Position: Q3 2026 in Review

LPL Financial held its Winchester Bancorp (WSBK) position steady in Q3 2026 at 15,500 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #5838.

LPL Financial first reported a position in WSBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $204K in Q2 2026. 7 funds tracked by Wall St. Rank hold WSBK as of Q3 2026.

LPL Financial held 15,500 shares of Winchester Bancorp worth $200K as of Q3 2026.
LPL Financial left its Winchester Bancorp share count unchanged in Q3 2026.
Winchester Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5838 holding.
LPL Financial first reported a position in Winchester Bancorp in Q2 2025 and has held it in 6 quarters since.
LPL Financial's Winchester Bancorp position peaked at $204K in Q2 2026.
7 funds tracked by Wall St. Rank held Winchester Bancorp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.