Position in WSBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,928
-$21,256 QoQ
Shares Held
9,162
-21.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $2,575,847,317 across 303 Banks - Regional names. WSBF ranks #232 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
6,816,066 | $411,690,385 | |
| 2 | 4,776,825 | $365,044,964 | |||
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,044,455 | $257,165,707 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,993,274 | $168,730,853 | |
| 5 | TFC |
Truist Financial Corp
|
3,004,662 | $149,692,259 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,918,501 | $132,511,172 | |
| 7 | KEY |
Keycorp /New/
|
5,121,717 | $118,055,574 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,227,228 | $85,991,864 |
All Filings in WSBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,928 | 9,162 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $211,184 | 11,713 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $511,792 | 30,924 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $470,714 | 30,174 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $532,098 | 38,530 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $257,607 | 19,153 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $325,073 | 24,187 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $306,112 | 20,824 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $77,852 | 6,087 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $158,149 | 12,995 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $356,874 | 25,132 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $47,314 | 4,321 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $60,727 | 4,191 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $144,657 | 9,561 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $87,613 | 5,082 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $23,269 | 1,440 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,220 | 1,010 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,082 | 3,572 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $567,441 | 25,958 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $184,819 | 9,020 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $58,703 | 2,986 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $378,362 | 18,529 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $132,097 | 7,019 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $159,500 | 10,297 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $191,618 | 12,921 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $114,371 | 7,866 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||