Position in WSBF
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,876
+$202 QoQ
Shares Held
215
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSBF 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. WSBF ranks #115 (0.0% 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
|
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 WSBF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,876 | 215 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,674 | 222 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,934 | 124 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,325 | 96 | Shares | Sole | 2025-07-24 | |
| 2022-09-30 | $436 | 27 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $460 | 27 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $522 | 27 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||