Position in WSBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$987,224
+$114,765 QoQ
Shares Held
25,294
-0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#134
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, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. WSBC ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
This page
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in WSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,224 | 25,294 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $872,459 | 25,296 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $832,163 | 25,035 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $793,843 | 24,862 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $774,270 | 24,479 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $738,488 | 23,853 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $744,287 | 22,873 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $672,104 | 22,569 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $621,946 | 22,284 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $656,177 | 22,012 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $682,579 | 21,759 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $523,760 | 21,448 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $556,607 | 21,734 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $642,336 | 20,923 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,342 | 28,410 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $941,401 | 28,211 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $887,499 | 27,988 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $691,013 | 20,111 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $697,385 | 19,931 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $673,045 | 19,749 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $697,207 | 19,568 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $699,347 | 19,394 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $574,932 | 19,190 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $403,938 | 18,911 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $378,151 | 18,619 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $435,155 | 18,361 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||