Position in WSFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,931,776
+$298,321 QoQ
Shares Held
38,209
-5.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#89
of 355 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $82,908,429 across 118 Banks - Regional names. WSFS ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
36,294 | $8,936,308 | |
| 2 | FITB |
Fifth Third Bancorp
|
126,593 | $7,136,047 | |
| 3 | USB |
US Bancorp De
|
92,824 | $5,606,569 | |
| 4 | BAP |
Credicorp Ltd
|
9,970 | $3,884,112 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
113,389 | $3,634,117 | |
| 6 | WSFS |
Wsfs Financial Corp
This page
|
38,209 | $2,931,776 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
40,862 | $2,863,200 | |
| 8 | HDB |
Hdfc Bank Ltd
|
110,477 | $2,853,620 |
All Filings in WSFS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,931,776 | 38,209 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||