Position in WSFS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$309,298
+$32,730 QoQ
Shares Held
4,031
-4.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 349 holders
Holding Since
Mar 2026
2 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, 2026Cornerstone Investment Partners, LLC holds $3,706,458 across 14 Banks - Regional names. WSFS ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
8,046 | $352,012 | |
| 2 | CARE |
Carter Bankshares, Inc.
|
9,301 | $316,327 | |
| 3 | WSFS |
Wsfs Financial Corp
This page
|
4,031 | $309,298 | |
| 4 | RRBI |
Red River Bancshares Inc
|
3,193 | $291,457 | |
| 5 | BFC |
Bank First Corp
|
1,953 | $289,727 | |
| 6 | CAC |
Camden National Corp
|
4,909 | $266,165 | |
| 7 | BY |
Byline Bancorp, Inc.
|
7,033 | $264,862 | |
| 8 | CTBI |
Community Trust Bancorp Inc /Ky/
|
3,438 | $248,773 |
All Filings in WSFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,298 | 4,031 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $276,568 | 4,225 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||