James T. Borello RIA’s Western New England Bancorp WNEB Stock Holding History

James T. Borello RIA’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 Q3	$82	Sell	6 -16	-73%	-$223	﹤0.01%	1220
2026 Q2	$315	Buy	+22	New	+$300	﹤0.01%	1089

Other funds holding WNEB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

James T. Borello RIA's WNEB Position: Q3 2026 in Review

James T. Borello RIA reduced its Western New England Bancorp (WNEB) stake by 73% in Q3 2026, selling an estimated $223 and leaving 6 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

James T. Borello RIA first reported a position in WNEB in Q2 2026 and has held it in 2 quarters since. The position peaked at $315 in Q2 2026. 8 funds tracked by Wall St. Rank hold WNEB as of Q3 2026.

James T. Borello RIA held 6 shares of Western New England Bancorp worth $82 as of Q3 2026.
James T. Borello RIA sold 16 Western New England Bancorp shares in Q3 2026, an estimated $223.
Western New England Bancorp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1220 holding.
James T. Borello RIA first reported a position in Western New England Bancorp in Q2 2026 and has held it in 2 quarters since.
James T. Borello RIA's Western New England Bancorp position peaked at $315 in Q2 2026.
8 funds tracked by Wall St. Rank held Western New England Bancorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.