Position in WSFS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,633,455
+$220,075 QoQ
Shares Held
40,230
-7.9% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HANTZ FINANCIAL SERVICES, INC. holds $72,477,599 across 123 Banks - Regional names. WSFS ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
37,541 | $7,811,906 | |
| 2 | FITB |
Fifth Third Bancorp
|
122,896 | $5,709,748 | |
| 3 | KEY |
Keycorp /New/
|
280,759 | $5,629,217 | |
| 4 | USB |
US Bancorp De
|
97,521 | $5,072,067 | |
| 5 | BAP |
Credicorp Ltd
|
10,789 | $3,659,413 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
117,506 | $3,223,189 | |
| 7 | WSFS |
Wsfs Financial Corp
This page
|
40,230 | $2,633,455 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
42,451 | $2,545,786 |
All Filings in WSFS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,633,455 | 40,230 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,413,380 | 43,689 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,534,602 | 46,998 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,660,845 | 48,379 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,651,801 | 51,124 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,751,496 | 51,788 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,803,175 | 54,975 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,664,430 | 56,690 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,446,949 | 54,208 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $2,610,385 | 56,834 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $2,044,328 | 56,009 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $2,045,970 | 54,241 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $1,991,148 | 52,942 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $2,289,579 | 50,498 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $2,249,686 | 48,422 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $1,614,785 | 40,279 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $1,087,271 | 23,322 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||