Position in WSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$306,190
+$35,616 QoQ
Shares Held
7,845
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#222
of 344 holders
Holding Since
Sep 2024
8 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, 2026Philip James Wealth Mangement, LLC holds $5,929,574 across 4 Banks - Regional names. WSBC ranks #4 (5.2% of the industry book) .
All Filings in WSBC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,190 | 7,845 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $270,574 | 7,845 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $260,767 | 7,845 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $250,490 | 7,845 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $248,137 | 7,845 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $242,881 | 7,845 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $255,276 | 7,845 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $233,624 | 7,845 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||