Position in WSBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,193,785
+$371,503 QoQ
Shares Held
81,829
0.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#78
of 344 holders
Holding Since
Mar 2020
20 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,166,275 across 33 Banks - Regional names. WSBC ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
359,409 | $21,708,303 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
116,594 | $18,016,104 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $15,826,132 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $5,052,390 | |
| 5 | WSBC |
Wesbanco Inc
This page
|
81,829 | $3,193,785 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
10,204 | $2,512,428 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,075 | $2,484,507 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
400 | $832,316 |
All Filings in WSBC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,193,785 | 81,829 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,822,282 | 81,829 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,719,995 | 81,829 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,612,799 | 81,829 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,595,209 | 82,049 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,540,237 | 82,049 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,669,874 | 82,049 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,443,419 | 82,049 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,356,552 | 84,434 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,516,977 | 84,434 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,801,560 | 89,307 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,180,876 | 89,307 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,287,152 | 89,307 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $16,869 | 495 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $17,636 | 495 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $17,849 | 495 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $14,830 | 495 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $10,573 | 495 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $10,053 | 495 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $11,731 | 495 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||