LPL Financial
WSBK

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
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

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
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

LPL Financial's WSBK Position: Q2 2026 in Review

LPL Financial held its Winchester Bancorp (WSBK) position steady in Q2 2026 at 15,500 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #5748.

LPL Financial 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.

  • LPL Financial held 15,500 shares of Winchester Bancorp worth $204K as of Q2 2026.
  • LPL Financial left its Winchester Bancorp share count unchanged in Q2 2026.
  • Winchester Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5748 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.