Position in WSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,887,373
+$219,541 QoQ
Shares Held
48,357
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#105
of 344 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $13,523,304 across 9 Banks - Regional names. WSBC ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
84,534 | $5,105,853 | |
| 2 | MTB |
M&T Bank Corp
|
17,957 | $4,273,945 | |
| 3 | WSBC |
Wesbanco Inc
This page
|
48,357 | $1,887,373 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,572 | $633,277 | |
| 5 | SFBS |
ServisFirst Bancshares, Inc.
|
5,000 | $433,750 | |
| 6 | UMBF |
Umb Financial Corp
|
2,916 | $416,288 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
17,428 | $308,998 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,162 | $234,611 |
All Filings in WSBC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,373 | 48,357 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,667,832 | 48,357 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,607,386 | 48,357 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,547,742 | 48,473 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,533,200 | 48,473 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,500,724 | 48,473 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,577,311 | 48,473 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,421,012 | 47,717 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,331,781 | 47,717 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,288,626 | 43,228 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||