Position in WSFS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,728,471
+$461,063 QoQ
Shares Held
26,405
+12.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 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, 2026HRT FINANCIAL LP holds $603,712,848 across 82 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,571,022 | $94,889,728 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
263,005 | $64,757,091 | |
| 3 | WBS |
Webster Financial Corp
|
470,623 | $35,965,009 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
481,408 | $33,308,619 | |
| 5 | NWG |
NatWest Group plc
|
1,507,643 | $26,579,746 | |
| 6 | LYG |
Lloyds Banking Group plc
|
4,452,905 | $25,960,436 | |
| 7 | WAL |
Western Alliance Bancorporation
|
292,226 | $24,020,977 | |
| 8 | BOKF |
Bok Financial Corp
|
167,559 | $23,270,593 |
All Filings in WSFS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,728,471 | 26,405 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $1,267,408 | 23,501 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $541,200 | 9,840 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $727,943 | 14,034 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,160,226 | 22,754 | Shares | Defined | 2024-11-12 | |
| 2023-12-31 | $645,178 | 14,047 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,670,057 | 45,755 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,154,118 | 30,597 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $2,365,115 | 52,164 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,813,101 | 39,025 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,300,720 | 32,445 | Shares | Defined | 2022-08-12 | |
| 2021-09-30 | $1,231,901 | 24,009 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $667,168 | 14,320 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,433,336 | 48,872 | Shares | Defined | 2021-05-17 | |
| 2020-09-30 | $378,631 | 14,039 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $328,328 | 11,440 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||