Total Wealth Planning & Management
NECB icon

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
Q3 		$295K Sell
11,333
-712
-6% -$19K 0.22% 160
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Total Wealth Planning & Management's NECB Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Northeast Community Bancorp (NECB) stake by 5.9% in Q3 2026, selling an estimated $19K and leaving 11,333 shares worth $295K. The position accounts for 0.22% of the portfolio, ranked #160.

Total Wealth Planning & Management first reported a position in NECB in Q1 2026 and has held it in 3 quarters since. The position peaked at $334K in Q2 2026. 19 funds tracked by Wall St. Rank hold NECB as of Q3 2026.

  • Total Wealth Planning & Management held 11,333 shares of Northeast Community Bancorp worth $295K as of Q3 2026.
  • Total Wealth Planning & Management sold 712 Northeast Community Bancorp shares in Q3 2026, an estimated $19K.
  • Northeast Community Bancorp made up 0.22% of Total Wealth Planning & Management's portfolio in Q3 2026, its #160 holding.
  • Total Wealth Planning & Management first reported a position in Northeast Community Bancorp in Q1 2026 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Northeast Community Bancorp position peaked at $334K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.