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Total Wealth Planning & Management’s Northeast Community Bancorp NECB Stock Holding History

Total Wealth Planning & Management’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
Q2 		$334K Buy
12,045
+1,149
+11% +$28.5K 0.23% 153
2026
Q1 		$259K Buy
+10,896
New +$257K 0.19% 173

Other funds holding NECB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Total Wealth Planning & Management's NECB Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Northeast Community Bancorp (NECB) stake by 11% in Q2 2026, buying an estimated $28.5K and bringing the position to 12,045 shares worth $334K. The position accounts for 0.23% of the portfolio, ranked #153.

Total Wealth Planning & Management first reported a position in NECB in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold NECB as of Q2 2026.

  • Total Wealth Planning & Management held 12,045 shares of Northeast Community Bancorp worth $334K as of Q2 2026.
  • Total Wealth Planning & Management bought 1,149 Northeast Community Bancorp shares in Q2 2026, an estimated $28.5K.
  • Northeast Community Bancorp made up 0.23% of Total Wealth Planning & Management's portfolio in Q2 2026, its #153 holding.
  • Total Wealth Planning & Management first reported a position in Northeast Community Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.