Position in WSFS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$41,009,192
+$13,026,287 QoQ
Shares Held
534,461
+25.0% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 352 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. WSFS ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp De
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,009,192 | 534,461 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $27,982,905 | 427,481 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $14,397,973 | 260,644 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $14,574,905 | 270,256 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $18,131,190 | 329,658 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $16,819,676 | 324,266 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $16,855,704 | 317,254 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $15,620,224 | 306,339 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $15,443,730 | 328,590 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $15,404,792 | 341,267 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,541,850 | 316,609 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $12,022,333 | 329,379 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $13,180,235 | 349,423 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $14,002,315 | 372,303 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $17,055,093 | 376,160 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $18,185,651 | 391,426 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $16,029,946 | 399,849 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,405,620 | 437,701 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $22,028,190 | 439,509 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $24,139,148 | 470,457 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $22,103,274 | 474,421 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $18,741,105 | 376,403 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,873,021 | 41,734 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $1,082,710 | 40,145 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $608,095 | 21,188 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $589,208 | 23,644 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||