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Sound Income Strategies’s Western New England Bancorp WNEB Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-3,082
Closed -$40.3K – 2391
2026
Q1 		$40.3K Buy
+3,082
New +$40.4K ﹤0.01% 900

Other funds holding WNEB

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Sound Income Strategies's WNEB Position: Q2 2026 in Review

Sound Income Strategies sold out of Western New England Bancorp (WNEB) in Q2 2026, closing a stake of 3,082 shares — an estimated $40.3K sold.

Sound Income Strategies first reported a position in WNEB in Q1 2026 and held it in 1 quarter. The position peaked at $40.3K in Q1 2026. 25 funds tracked by Wall St. Rank hold WNEB as of Q2 2026.

  • Sound Income Strategies reported no remaining Western New England Bancorp position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3,082 Western New England Bancorp shares in Q2 2026, an estimated $40.3K.
  • Sound Income Strategies first reported a position in Western New England Bancorp in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Western New England Bancorp position peaked at $40.3K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Western New England Bancorp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.