RFG - Bristol Wealth Advisors, LLC

Position in WSBK — Winchester Bancorp, Inc./MD/

CIK 2055104 TAUNTON, MA

Position in WSBK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$133,476

New position

Shares Held

10,158

first reported quarter

Ownership

0.109%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1

of 3 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RFG - Bristol Wealth Advisors, LLC holds $3,354,161 across 4 Banks - Regional names. WSBK ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CZWI	Citizens Community Bancorp Inc.	104,290	$2,439,343
2	FITB	Fifth Third Bancorp	8,704	$490,644
3	BOTJ	Bank Of The James Financial Group Inc	11,391	$290,698
4	WSBK	Winchester Bancorp, Inc./MD/ This page	10,158	$133,476

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,476	10,158	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.