Funds holding Winchester Bancorp Inc
ISIN US97269D1037 · United States
- Fund holders
- 8
- Of which ETFs
- 1 7 other funds
- Value held
- 2.6M $
- Share of capital
- 2.2 % of 9.3M shares on Sep 10, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 132,140 | 1.7M $ | 0.00 % | 1.42 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 44,528 | 585.1K $ | 0.00 % | 0.48 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 13,357 | 175.5K $ | 0.01 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 6,410 | 81.4K $ | 0.00 % | 0.07 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,273 | 29.9K $ | 0.02 % | as of Jun 30, 2026 ↗ | |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 924 | 11.7K $ | 0.01 % | as of May 31, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 845 | 11.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 419 | 5.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 8 | +2 | 200,896 | -2.1 % |
| 2026Q2 | 6 | +2 | 205,195 | +194.7 % |
| 2026Q1 | 4 | +1 | 69,634 | +6.8 % |
| 2025Q4 | 3 | +2 | 65,185 | -5.5 % |
| 2025Q3 | 1 | 68,982 |
Institutional managers
17 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| MANGROVE PARTNERS IM, LLC | 186,201 | 2.4M $ | as of Mar 31, 2026 |
| Northstar Financial Companies, Inc. | 70,000 | 889K $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 57,000 | 723.9K $ | as of Mar 31, 2026 |
| Oppenheimer & Close, LLC | 50,000 | 635K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 31,000 | 393.7K $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 24,656 | 257.7K $ | as of Mar 31, 2026 |
| M3F, Inc. | 24,586 | 312 $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 20,000 | 254K $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 19,127 | 242.9K $ | as of Mar 31, 2026 |
| EagleClaw Capital Managment, LLC | 16,000 | 203.2K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 15,500 | 196.9K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 13,920 | 177K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 11,543 | 146.6K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,000 | 50.8K $ | as of Mar 31, 2026 |
| EASTERN BANK | 2,500 | 31.8K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 294 | 3.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 129 | 1.6K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Winchester Bancorp Inc". https://titelia.com/en/stocks/winchester-bancorp-inc-US97269D1037