AXXCESS WEALTH MANAGEMENT, LLC

Position in WSBC — Wesbanco Inc

CIK 1911056 CARLSBAD, CA

Position in WSBC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$290,539

+$37,550 QoQ

Shares Held

7,444

-2.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#225

of 344 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. WSBC ranks #15 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHCO	City Holding Co	106,738	$14,157,728
2	CFG	Citizens Financial Group Inc/Ri	92,489	$6,480,704
3	TFC	Truist Financial Corp	80,076	$3,989,386
4	UBSI	United Bankshares Inc/Wv	83,608	$3,831,754
5	FCNCA	First Citizens Bancshares Inc /De/	1,137	$2,365,858
6	PNC	Pnc Financial Services Group, Inc.	7,726	$1,902,295
7	USB	US Bancorp De	27,495	$1,660,698
8	HBAN	Huntington Bancshares Inc /Md/	74,223	$1,315,973

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,539	7,444	-2.2%	Shares	Sole	2026-07-28
2025-12-31	$252,989	7,611	-35.8%	Shares	Sole	2026-02-19
2025-09-30	$378,721	11,861	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$375,542	11,873	-0.3%	Shares	Sole	2025-07-28
2025-03-31	$368,640	11,907	+67.5%	Shares	Sole	2025-04-30
2024-12-31	$231,261	7,107	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$211,497	7,102	-3.2%	Shares	Sole	2024-11-04
2024-06-30	$204,719	7,335	-14.0%	Shares	Sole	2024-08-09
2024-03-31	$254,279	8,530	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$267,397	8,524	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.