Position in WSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,619,108
+$288,205 QoQ
Shares Held
67,105
-0.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 344 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $142,064,621 across 39 Banks - Regional names. WSBC ranks #17 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
98,728 | $23,498,250 | |
| 2 | TFC |
Truist Financial Corp
|
414,818 | $20,666,232 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
133,095 | $13,426,622 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
43,384 | $10,682,004 | |
| 5 | UMBF |
Umb Financial Corp
|
43,693 | $6,237,612 | |
| 6 | BPOP |
Popular, Inc.
|
32,560 | $5,345,700 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
112,441 | $5,153,171 | |
| 8 | FHN |
First Horizon Corp
|
189,471 | $4,858,036 |
All Filings in WSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,619,108 | 67,105 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,330,903 | 67,582 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $2,263,909 | 68,108 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $2,124,686 | 66,542 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,937,685 | 61,261 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,943,947 | 62,789 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,965,285 | 60,396 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $1,353,381 | 45,446 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $1,277,691 | 45,779 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $964,800 | 32,365 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,252,823 | 39,937 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $971,891 | 39,799 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,014,130 | 39,599 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,176,424 | 38,320 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,329,394 | 35,949 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,220,641 | 36,579 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,141,242 | 35,990 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,229,538 | 35,784 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,252,676 | 35,801 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $1,035,282 | 30,378 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,073,531 | 30,130 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $989,197 | 27,432 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $773,507 | 25,818 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $553,437 | 25,910 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $248,106 | 12,216 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $290,182 | 12,244 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||