Position in WSFS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,174,298
+$10,661,928 QoQ
Shares Held
888,496
+1.1% QoQ
Ownership
1.74%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#10
of 355 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PZENA INVESTMENT MANAGEMENT LLC holds $901,159,177 across 14 Banks - Regional names. WSFS ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAP |
Credicorp Ltd
|
836,569 | $325,910,551 | |
| 2 | FITB |
Fifth Third Bancorp
|
1,584,757 | $89,332,752 | |
| 3 | ONB |
Old National Bancorp /In/
|
2,843,497 | $73,646,572 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
2,129,322 | $68,244,770 | |
| 5 | WSFS |
Wsfs Financial Corp
This page
|
888,496 | $68,174,298 | |
| 6 | ASB |
Associated Banc-Corp
|
1,990,243 | $61,239,777 | |
| 7 | RF |
Regions Financial Corp
|
1,839,825 | $55,562,715 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
669,474 | $42,344,230 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,174,298 | 888,496 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $57,512,370 | 878,588 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $48,435,315 | 876,816 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,069,313 | 928,413 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $44,614,295 | 811,169 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,863,652 | 787,809 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $42,003,727 | 790,584 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $41,631,805 | 816,470 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $42,283,973 | 899,659 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $42,103,025 | 932,721 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $46,088,320 | 1,003,447 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $38,105,854 | 1,043,996 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $39,416,268 | 1,044,970 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $39,541,160 | 1,051,347 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $49,793,113 | 1,098,216 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $52,823,904 | 1,136,976 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,421,538 | 1,182,877 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $34,510,734 | 740,256 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $35,309,139 | 704,492 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $35,698,470 | 695,741 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $31,716,794 | 680,764 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $35,778,645 | 718,591 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $46,329,893 | 1,032,306 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $24,415,104 | 905,269 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $23,248,033 | 810,036 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $19,838,587 | 796,091 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||