undamentalytics Newsletter

Winchester Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold Winchester Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 10 institutions that filed 13F reports for both quarters added to or opened positions in Winchester Bancorp, and 6 cut or closed them. Together they added a net 34K shares, +4.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 11K shares (−4.4%); index fund managers were net buyers of 27K shares (+12.3%). 5 opened a new position and 3 sold out entirely.

Bought, Q2 2026 10 institutions, 5 of them new holders Sold, Q2 2026 6 institutions, 3 of them sold out
Net change, all compared +34K shares (+4.5%)
Net change, active managers −11K shares (−4.4%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 24
Active managers and hedge funds 1 bought · 1 sold · −11K
Index fund managers 3 bought · 1 sold · +27K
Other institutions 6 bought · 4 sold · +18K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Integrated Wealth Concepts LLC +25K +43.9% 82K $1.1M
Geode Capital Management, LLC Index funds +15K +108.6% 29K $381,809
Blackrock, Inc. Index funds +14K New position 14K $186,614
Rfg - Bristol Wealth Advisors, LLC +10K New position 10K $133,476
Sachetta, LLC +8,000 New position 8,000 $105,120
Royal Bank Of Canada +2,000 New position 2,000 $26,000
Eastern Bank +1,500 +60.0% 4,000 $52,560
Renaissance Technologies LLC Hedge fund +400 +1.3% 31K $412,596
Vanguard Fiduciary Trust Co Index funds +146 +0.6% 23K $298,383
Osaic Holdings, Inc. +16 New position 16 $210

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
M3F, Inc. −25K Sold out 0 —
Millennium Management LLC Hedge fund −12K Sold out 0 —
Morgan Stanley −4,000 Sold out 0 —
Vanguard Capital Management LLC Index funds −2,572 −1.4% 179K $2.4M
Tower Research Capital LLC (TRC) −137 −46.6% 157 $2,063
UBS Group AG −111 −86.0% 18 $237

New positions

largest by value
InstitutionSharesValue June 30, 2026
Blackrock, Inc.Index funds 14K $186,614
Rfg - Bristol Wealth Advisors, LLC 10K $133,476
Sachetta, LLC 8,000 $105,120
Royal Bank Of Canada 2,000 $26,000
Osaic Holdings, Inc. 16 $210

Sold out

largest by value
InstitutionSharesValue March 31, 2026
M3F, Inc. 25K $312,000
Millennium Management LLCHedge fund 12K $146,596
Morgan Stanley 4,000 $50,800

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
21
Ten largest holders
88.6%
of 13F-reported shares
Index fund managers
31.2%
of 13F-reported shares
Active managers and hedge funds
30.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 1 0 1 −11K −4.4%
Index fund managers 3 1 1 0 +27K +12.3%
Other institutions 6 4 4 2 +18K +6.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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