Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,455,626
-$16,985,955 QoQ
Shares Held
279,625
-52.4% QoQ
Ownership
0.547%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#35
of 356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PALISADE CAPITAL MANAGEMENT, LP holds $105,321,105 across 9 Banks - Regional names. WSFS ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
This page
|
279,625 | $21,455,626 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
104,125 | $16,089,395 | |
| 3 | PB |
Prosperity Bancshares Inc
|
217,770 | $15,903,743 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
457,050 | $14,648,452 | |
| 5 | RNST |
Renasant Corp
|
339,896 | $14,459,175 | |
| 6 | FULT |
Fulton Financial Corp
|
517,485 | $12,517,962 | |
| 7 | UMBF |
Umb Financial Corp
|
47,614 | $6,797,374 | |
| 8 | BOKF |
Bok Financial Corp
|
13,807 | $1,917,516 |
All Filings in WSFS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,455,626 | 279,625 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,441,581 | 587,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,020,723 | 633,974 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,431,974 | 712,627 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,930,440 | 726,008 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,798,863 | 748,002 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $41,053,497 | 772,699 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,898,690 | 762,869 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,045,842 | 809,486 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,172,654 | 823,497 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,744,906 | 821,792 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,695,860 | 895,777 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,356,324 | 884,314 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,714,181 | 843,238 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $37,348,416 | 823,741 | Shares | Sole | 2023-03-24 | |
| 2022-09-30 | $39,045,820 | 840,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,612,778 | 838,433 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $38,685,229 | 829,799 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $44,136,724 | 880,621 | Shares | Sole | 2022-04-21 | |
| 2021-09-30 | $43,538,587 | 848,540 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $36,239,472 | 777,838 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $39,134,143 | 785,984 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $32,837,888 | 731,682 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,471,929 | 759,063 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,672,386 | 685,449 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,339,655 | 615,556 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||