Position in WSBC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$872,459
+$40,296 QoQ
Shares Held
25,296
+1.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $17,154,751 across 257 Banks - Regional names. WSBC ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
9,000 | $1,872,810 | |
| 2 | MTB |
M&T Bank Corp
|
8,365 | $1,729,212 | |
| 3 | USB |
US Bancorp De
|
31,565 | $1,641,695 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
32,634 | $1,149,043 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
24,818 | $1,056,750 | |
| 6 | WSBC |
Wesbanco Inc
This page
|
25,296 | $872,459 | |
| 7 | NU |
Nu Holdings Ltd.
|
49,423 | $710,208 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
8,814 | $528,575 |
All Filings in WSBC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-08-14 | |
| 2023-03-31 | $642,336 | 20,923 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,050,601 | 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 | $961,667 | 27,988 | Shares | Sole | 2022-09-06 | |
| 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. | ||||||