Position in WSFS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$115,095
+$16,905 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
of 352 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $8,033,234 across 15 Banks - Regional names. WSFS ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
52,926 | $2,983,438 | |
| 2 | USB |
US Bancorp De
|
30,853 | $1,863,520 | |
| 3 | TFC |
Truist Financial Corp
|
35,924 | $1,789,733 | |
| 4 | KEY |
Keycorp /New/
|
36,907 | $850,706 | |
| 5 | WSFS |
Wsfs Financial Corp
This page
|
1,500 | $115,095 | |
| 6 | FMAO |
Farmers & Merchants Bancorp Inc
|
3,640 | $111,311 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
6,177 | $109,518 | |
| 8 | LYG |
Lloyds Banking Group plc
|
9,415 | $54,889 |
All Filings in WSFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,095 | 1,500 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $98,190 | 1,500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $82,860 | 1,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $80,895 | 1,500 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $82,500 | 1,500 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||