Position in WSFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$606,814
+$94,740 QoQ
Shares Held
9,270
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IRONWOOD INVESTMENT MANAGEMENT LLC holds $7,851,432 across 11 Banks - Regional names. WSFS ranks #7 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBT |
Beacon Financial Corp
|
40,327 | $1,209,810 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
70,078 | $1,096,720 | |
| 3 | AVBC |
Avidia Bancorp, Inc.
|
53,635 | $1,055,000 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,327 | $975,707 | |
| 5 | FITB |
Fifth Third Bancorp
|
17,398 | $808,311 | |
| 6 | TCBK |
Trico Bancshares /
|
14,611 | $694,606 | |
| 7 | WSFS |
Wsfs Financial Corp
This page
|
9,270 | $606,814 | |
| 8 | BANC |
Banc Of California, Inc.
|
32,686 | $574,619 |
All Filings in WSFS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,814 | 9,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $512,074 | 9,270 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $499,931 | 9,270 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $509,850 | 9,270 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $480,834 | 9,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $492,515 | 9,270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $472,677 | 9,270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $435,690 | 9,270 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $418,447 | 9,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $584,918 | 12,735 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $464,827 | 12,735 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $480,364 | 12,735 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $492,502 | 13,095 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $593,727 | 13,095 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $631,623 | 13,595 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $545,023 | 13,595 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $885,546 | 18,995 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $295,708 | 5,900 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $328,384 | 6,400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $274,881 | 5,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $268,866 | 5,400 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||