Position in WSBC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$354,743
+$78,818 QoQ
Shares Held
9,089
+9.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#203
of 344 holders
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $35,450,594 across 29 Banks - Regional names. WSBC ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
52,307 | $7,759,743 | |
| 2 | VLY |
Valley National Bancorp
|
362,212 | $5,306,405 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
16,990 | $4,183,277 | |
| 4 | PRK |
Park National Corp /Oh/
|
15,970 | $2,922,350 | |
| 5 | USB |
US Bancorp De
|
40,474 | $2,444,629 | |
| 6 | TFC |
Truist Financial Corp
|
47,255 | $2,354,244 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
88,380 | $1,566,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
25,576 | $1,441,719 |
All Filings in WSBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,743 | 9,089 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $275,925 | 8,301 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $292,223 | 9,152 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $291,596 | 9,219 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $215,079 | 6,947 | Shares | Sole | 2025-05-05 | |
| 2020-09-30 | $200,079 | 9,367 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||