Lynch & Associates’s Northeast Community Bancorp NECB Stock Holding History

Lynch & Associates’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 Q3	–	Sell	-7,375	Closed	-$205K	–	128
2026 Q2	$205K	Buy	+7,375	New	+$183K	0.04%	126
2025 Q3	–	Sell	-8,750	Closed	-$203K	–	126
2025 Q2	$203K	Sell	8,750 -500	-5%	-$11.3K	0.04%	121
2025 Q1	$217K	Sell	9,250 -1,000	-10%	-$23.9K	0.05%	114
2024 Q4	$251K	Sell	10,250 -750	-7%	-$20.6K	0.05%	113
2024 Q3	$291K	Sell	11,000 -500	-4%	-$10.9K	0.06%	111
2024 Q2	$205K	Sell	11,500 -2,500	-18%	-$41.1K	0.05%	115
2024 Q1	$220K	Sell	14,000 -1,000	-7%	-$16.2K	0.05%	114
2023 Q4	$266K	Sell	15,000 -1	-0%	-$16	0.06%	106
2023 Q3	$221K	Hold	15,001	–	–	0.06%	105
2023 Q2	$223K	Sell	15,001 -3,750	-20%	-$50.6K	0.06%	97
2023 Q1	$246K	Sell	18,751 -6,250	-25%	-$93.6K	0.06%	97
2022 Q4	$373K	Sell	25,001 -2,000	-7%	-$27.6K	0.1%	87
2022 Q3	$335K	Sell	27,001 -23,067	-46%	-$288K	0.1%	88
2022 Q2	$589K	Hold	50,068	–	–	0.16%	74
2022 Q1	$613K	Hold	50,068	–	–	0.15%	77
2021 Q4	$557K	Sell	50,068 -5,000	-9%	-$54.9K	0.13%	81
2021 Q3	$600K	Buy	+55,068	New	+$579K	0.16%	78

Other funds holding NECB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Lynch & Associates's NECB Position: Q3 2026 in Review

Lynch & Associates sold out of Northeast Community Bancorp (NECB) in Q3 2026, closing a stake of 7,375 shares — an estimated $205K sold.

Lynch & Associates first reported a position in NECB in Q3 2021 and held it in 17 quarters. The position peaked at $613K in Q1 2022. 11 funds tracked by Wall St. Rank hold NECB as of Q3 2026.

Lynch & Associates reported no remaining Northeast Community Bancorp position as of Q3 2026 after selling out during the quarter.
Lynch & Associates sold 7,375 Northeast Community Bancorp shares in Q3 2026, an estimated $205K.
Lynch & Associates first reported a position in Northeast Community Bancorp in Q3 2021 and held it in 17 quarters.
Lynch & Associates's Northeast Community Bancorp position peaked at $613K in Q1 2022.
11 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.