Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,247,850
+$3,710,328 QoQ
Shares Held
146,590
+27.3% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 352 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $1,698,784,832 across 90 Banks - Regional names. WSFS ranks #34 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
12,716,809 | $224,197,342 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
17,787,274 | $170,402,084 | |
| 3 | USB |
US Bancorp De
|
2,165,040 | $130,768,416 | |
| 4 | HDB |
Hdfc Bank Ltd
|
4,680,924 | $120,908,266 | |
| 5 | MTB |
M&T Bank Corp
|
325,598 | $77,495,579 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
434,556 | $67,147,592 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
912,798 | $63,959,755 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
259,265 | $63,836,228 |
All Filings in WSFS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,247,850 | 146,590 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,537,522 | 115,147 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,325,097 | 23,988 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,122,067 | 20,806 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $951,720 | 17,304 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $730,744 | 14,088 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $737,656 | 13,884 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $551,711 | 10,820 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $511,971 | 10,893 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $509,224 | 11,281 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $483,367 | 10,524 | Shares | Defined | 2024-02-06 | |
| 2022-12-31 | $478,427 | 10,552 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $538,332 | 11,587 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||