SBI Securities
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SBI Securities’s Western New England Bancorp WNEB Stock Holding History

SBI Securities’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14 Hold
1
– – ﹤0.01% 3970
2026
Q2 		$14 Hold
1
– – ﹤0.01% 3896
2026
Q1 		$13 Hold
1
– – ﹤0.01% 3822
2025
Q4 		$13 Hold
1
– – ﹤0.01% 3846
2025
Q3 		$12 Hold
1
– – ﹤0.01% 4014
2025
Q2 		$9 Hold
1
– – ﹤0.01% 4032
2025
Q1 		$9 Hold
1
– – ﹤0.01% 3982
2024
Q4 		$9 Buy
+1
New +$9 ﹤0.01% 3945

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AssetMark Inc
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State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

SBI Securities's WNEB Position: Q3 2026 in Review

SBI Securities held its Western New England Bancorp (WNEB) position steady in Q3 2026 at 1 share worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #3970.

SBI Securities first reported a position in WNEB in Q4 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold WNEB as of Q3 2026.

  • SBI Securities held 1 share of Western New England Bancorp worth $14 as of Q3 2026.
  • SBI Securities left its Western New England Bancorp share count unchanged in Q3 2026.
  • Western New England Bancorp made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3970 holding.
  • SBI Securities first reported a position in Western New England Bancorp in Q4 2024 and has held it in 8 quarters since.
  • 11 funds tracked by Wall St. Rank held Western New England Bancorp as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.