West Branch Capital’s System1 SST Stock Holding History

West Branch Capital’s Portfolio SST Stock Details SST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-115	Closed	-$51	–	461
2025 Q3	$51	Hold	115	–	–	﹤0.01%	451
2025 Q2	$51	Buy	115 +103	+858%	+$457	﹤0.01%	471
2025 Q1	$44	Hold	12	–	–	﹤0.01%	529
2024 Q4	$104	Hold	12	–	–	﹤0.01%	527
2024 Q3	$129	Hold	12	–	–	﹤0.01%	510
2024 Q2	$175	Hold	12	–	–	﹤0.01%	419
2024 Q1	$226	Hold	12	–	–	﹤0.01%	409
2023 Q4	$256	Hold	12	–	–	﹤0.01%	428
2023 Q3	$140	Hold	12	–	–	﹤0.01%	428
2023 Q2	$518	Hold	12	–	–	﹤0.01%	418
2023 Q1	$495	Hold	12	–	–	﹤0.01%	422
2022 Q4	$539	Hold	12	–	–	﹤0.01%	416
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	430
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	412
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	391
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	442
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	413
2021 Q2	$1K	Buy	+12	New	+$1.19K	﹤0.01%	428

Other funds holding SST

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

West Branch Capital's SST Position: Q4 2025 in Review

West Branch Capital sold out of System1 (SST) in Q4 2025, closing a stake of 115 shares — an estimated $51 sold.

West Branch Capital first reported a position in SST in Q2 2021 and held it in 18 quarters. The position peaked at $2K in Q1 2022. 24 funds tracked by Wall St. Rank hold SST as of Q4 2025.

West Branch Capital reported no remaining System1 position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 115 System1 shares in Q4 2025, an estimated $51.
West Branch Capital first reported a position in System1 in Q2 2021 and held it in 18 quarters.
West Branch Capital's System1 position peaked at $2K in Q1 2022.
24 funds tracked by Wall St. Rank held System1 as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.