Position in WSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,722,255
+$1,252,995 QoQ
Shares Held
249,097
+1.4% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 344 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,479,262,409 across 120 Banks - Regional names. WSBC ranks #36 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in WSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,722,255 | 249,097 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,469,260 | 245,557 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,271,275 | 248,835 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,404,806 | 263,226 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,595,895 | 271,764 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,008,794 | 258,682 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,858,735 | 241,510 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,811,668 | 228,733 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,347,543 | 227,429 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,599,516 | 221,386 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,216,103 | 230,032 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,745,952 | 235,297 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,013,323 | 117,662 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,541,060 | 115,344 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,788,970 | 102,460 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,195,110 | 95,748 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,867,218 | 90,420 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,900,602 | 84,418 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,642,549 | 75,523 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,332,128 | 68,431 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,067,288 | 58,021 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,860,732 | 51,601 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,081,196 | 36,088 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $716,777 | 33,557 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $514,046 | 25,310 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $614,019 | 25,908 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||