Position in WSFS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,022,581
+$1,652,104 QoQ
Shares Held
92,004
+16.3% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 91.25466895714803.ToString("F0")%
Shared 0.ToString("F0")%
None 8.745331042851964.ToString("F0")%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $146,383,873 across 45 Banks - Regional names. WSFS ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
407,603 | $18,737,508 | |
| 2 | HWC |
Hancock Whitney Corp
|
166,765 | $10,604,586 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
118,355 | $6,819,614 | |
| 4 | FITB |
Fifth Third Bancorp
|
140,482 | $6,526,793 | |
| 5 | HOMB |
Home Bancshares Inc
|
227,498 | $6,126,521 | |
| 6 | WSFS |
Wsfs Financial Corp
This page
|
92,004 | $6,022,581 | |
| 7 | VLY |
Valley National Bancorp
|
438,979 | $5,390,662 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
160,177 | $5,349,911 |
All Filings in WSFS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,022,581 | 92,004 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,370,477 | 79,118 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,134,082 | 95,199 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,417,420 | 153,044 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,607,254 | 165,939 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,008,882 | 169,563 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,089,738 | 60,595 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,847,965 | 60,595 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,557,316 | 56,653 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,612,957 | 56,890 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,401,198 | 38,389 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $748,477 | 19,843 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,156,996 | 30,763 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||