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Winthrop Partners - Wny - Q4 2025 13F Filings

WI

Winthrop Partners - Wny, LLC

CIK: 0001734109
Address: New York Buffalo 835 Washington Street Suite 118
$185.69 M
Portfolio Value
0
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$185.69 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Winthrop Partners - Wny Q4 2025 Filing Summary

Winthrop Partners - Wny, LLC filed its 13F report for Q4 2025 on March 12, 2026. The portfolio totaled 185.69 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 37.3% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Winthrop Partners - Wny’s Q4 2025 Filing

Winthrop Partners - Wny submitted their Form 13F-HR for the Q4 2025 period on 03/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Winthrop Partners - Wny reported a managed portfolio value of 185.69 M, consisting of 84 individual positions.

This page displays the raw filing documents. To see which stocks Winthrop Partners - Wny bought or sold during Q4 2025, please visit Winthrop Partners - Wny's Portfolio Analysis page.