Position in WSBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,235
+$1,355 QoQ
Shares Held
211
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 344 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,024,691 across 148 Banks - Regional names. WSBC ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp De
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in WSBC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,235 | 211 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $6,880 | 207 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,066 | 190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,946 | 188 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $6,605 | 203 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,985 | 201 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,554 | 199 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,276 | 177 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,552 | 177 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,273 | 175 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,146 | 240 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,368 | 240 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,588 | 70 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,335 | 70 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,219 | 70 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,405 | 70 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $33,807 | 992 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $35,344 | 992 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $35,194 | 976 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $21,091 | 704 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $14,183 | 664 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $13,485 | 664 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $11,636 | 491 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||