Winthrop Partners - WNY, LLC
All 13F Filings
- Location
- Buffalo, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 202,205
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 87 | 202,205 | 13F-HR | Winthrop Partners - WNY, LLC |
| Q1 2026 | 5/7/2026 | 87 | 187,681 | 13F-HR | Winthrop Partners - WNY, LLC |
| Q4 2025 | 3/12/2026 | 84 | 185,690 | 13F-HR | Winthrop Partners - WNY, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.9 K | 53.8% | 8.709 K | 0 | 8.709 K |
| ETFs | 65.53 K | 32.4% | 5.206 K | 0 | 5.206 K |
| Debt | 27.8 K | 13.7% | 609 | 0 | 609 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
202,205
Holdings
87
QoQ value change ($000)
14,524
(7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.