Position in WSFS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$430,455
+$63,225 QoQ
Shares Held
5,610
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#201
of 352 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BLB&B Advisors, LLC holds $16,182,710 across 7 Banks - Regional names. WSFS ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
54,757 | $13,482,267 | |
| 2 | UVSP |
UNIVEST FINANCIAL Corp
|
23,392 | $1,023,400 | |
| 3 | WSFS |
Wsfs Financial Corp
This page
|
5,610 | $430,455 | |
| 4 | MTB |
M&T Bank Corp
|
1,602 | $381,292 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
7,656 | $377,976 | |
| 6 | TFC |
Truist Financial Corp
|
5,719 | $284,919 | |
| 7 | KEY |
Keycorp /New/
|
8,781 | $202,401 |
All Filings in WSFS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,455 | 5,610 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $367,230 | 5,610 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $309,896 | 5,610 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $302,547 | 5,610 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $308,550 | 5,610 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $290,990 | 5,610 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||