Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$711,287
+$104,473 QoQ
Shares Held
9,270
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#159
of 352 holders
Holding Since
Mar 2021
22 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, 2026IRONWOOD INVESTMENT MANAGEMENT LLC holds $8,623,244 across 11 Banks - Regional names. WSFS ranks #7 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
69,851 | $1,238,458 | |
| 2 | BBT |
Beacon Financial Corp
|
40,337 | $1,228,261 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,327 | $1,142,667 | |
| 4 | AVBC |
Avidia Bancorp, Inc.
|
53,642 | $1,125,945 | |
| 5 | FITB |
Fifth Third Bancorp
|
17,398 | $980,725 | |
| 6 | TCBK |
Trico Bancshares /
|
14,611 | $786,802 | |
| 7 | WSFS |
Wsfs Financial Corp
This page
|
9,270 | $711,287 | |
| 8 | BANC |
Banc Of California, Inc.
|
32,649 | $667,019 |
All Filings in WSFS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,287 | 9,270 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||