SPIA
WSBK

Steward Partners Investment Advisory’s Winchester Bancorp WSBK Stock Holding History

Steward Partners Investment Advisory’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 		$251K Hold
19,127
– – ﹤0.01% 2103
2026
Q1 		$243K Hold
19,127
– – ﹤0.01% 1921
2025
Q4 		$200K Buy
19,127
+8,377
+78% +$81.7K ﹤0.01% 1931
2025
Q3 		$103K Buy
10,750
+8,250
+330% +$77.9K ﹤0.01% 2221
2025
Q2 		$22.4K Buy
+2,500
New +$23K ﹤0.01% 2867

Other funds holding WSBK

MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
VCM
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steward Partners Investment Advisory's WSBK Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Winchester Bancorp (WSBK) position steady in Q2 2026 at 19,127 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Steward Partners Investment Advisory 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.

  • Steward Partners Investment Advisory held 19,127 shares of Winchester Bancorp worth $251K as of Q2 2026.
  • Steward Partners Investment Advisory left its Winchester Bancorp share count unchanged in Q2 2026.
  • Winchester Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2103 holding.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.