Position in WSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$700,588
+$22,584 QoQ
Shares Held
17,950
-8.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 344 holders
Holding Since
Sep 2021
10 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $571,048,351 across 115 Banks - Regional names. WSBC ranks #67 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
323,058 | $76,891,034 | |
| 2 | TFC |
Truist Financial Corp
|
1,136,870 | $56,638,862 | |
| 3 | USB |
US Bancorp De
|
776,225 | $46,883,989 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
174,618 | $42,994,443 | |
| 5 | RF |
Regions Financial Corp
|
1,359,360 | $41,052,671 | |
| 6 | NWG |
NatWest Group plc
|
1,411,034 | $24,876,529 | |
| 7 | LYG |
Lloyds Banking Group plc
|
3,471,365 | $20,238,057 | |
| 8 | BPOP |
Popular, Inc.
|
115,493 | $18,961,640 |
All Filings in WSBC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,588 | 17,950 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $678,004 | 19,658 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $247,122 | 7,982 | Shares | Sole | 2025-05-13 | |
| 2023-03-31 | $536,513 | 17,476 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,253,117 | 60,928 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,115,457 | 63,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $897,551 | 28,305 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $775,573 | 22,572 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $320,683 | 9,165 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $54,323 | 1,594 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||