Position in WSFS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,391,576
+$1,069,614 QoQ
Shares Held
109,365
-2.2% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. WSFS ranks #42 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in WSFS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,391,576 | 109,365 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,321,962 | 111,854 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,342,049 | 114,809 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,814,486 | 126,358 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,183,000 | 130,600 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,384,994 | 180,933 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,508,251 | 178,962 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,092,230 | 178,314 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,244,458 | 175,414 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,931,549 | 175,710 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,013,131 | 174,464 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,416,079 | 175,783 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,476,124 | 92,156 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,388,209 | 90,088 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,889,582 | 85,787 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,861,894 | 83,123 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,096,591 | 77,241 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,688,294 | 79,114 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $265,134 | 5,290 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $234,281 | 4,566 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $218,786 | 4,696 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $411,315 | 8,261 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||