Position in WSFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,438,928
+$802,856 QoQ
Shares Held
70,884
+0.1% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 352 holders
Holding Since
Mar 2020
17 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, 2026BESSEMER GROUP INC holds $577,497,142 across 127 Banks - Regional names. WSFS ranks #28 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,126,887 | $56,141,506 | |
| 2 | ABCB |
Ameris Bancorp
|
530,330 | $47,867,580 | |
| 3 | HDB |
Hdfc Bank Ltd
|
1,699,355 | $43,894,335 | |
| 4 | BANC |
Banc Of California, Inc.
|
1,672,223 | $34,161,021 | |
| 5 | CVBF |
Cvb Financial Corp
|
1,492,083 | $33,646,468 | |
| 6 | BKU |
BankUnited, Inc.
|
676,923 | $32,794,350 | |
| 7 | INDB |
Independent Bank Corp
|
333,192 | $27,892,236 | |
| 8 | FFBC |
First Financial Bancorp /Oh/
|
813,248 | $27,509,575 |
All Filings in WSFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,438,928 | 70,884 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,636,072 | 70,823 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $18,945 | 343 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,123,257 | 20,894 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,144,385 | 20,807 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,015,354 | 19,575 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,041,824 | 19,609 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,006,286 | 19,735 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $813,854 | 17,354 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $781,645 | 17,354 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $682,337 | 14,894 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $404,788 | 11,176 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $240,578 | 6,416 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,114 | 136 | Shares | Defined | 2023-05-10 | |
| 2021-09-30 | $7,542 | 147 | Shares | Defined | 2021-11-12 | |
| 2020-06-30 | $680,190 | 23,700 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $590,604 | 23,700 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||