Position in WSFS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$469,203
+$68,916 QoQ
Shares Held
6,115
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#192
of 352 holders
Holding Since
Dec 2020
23 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, 2026Westover Capital Advisors, LLC holds $8,203,850 across 12 Banks - Regional names. WSFS ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBOC |
International Bancshares Corp
|
41,517 | $3,153,216 | |
| 2 | FBP |
First Bancorp /Pr/
|
32,925 | $858,354 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,809 | $691,631 | |
| 4 | TFC |
Truist Financial Corp
|
13,818 | $688,412 | |
| 5 | MTB |
M&T Bank Corp
|
2,356 | $560,751 | |
| 6 | WSFS |
Wsfs Financial Corp
This page
|
6,115 | $469,203 | |
| 7 | USB |
US Bancorp De
|
7,500 | $453,000 | |
| 8 | RF |
Regions Financial Corp
|
11,514 | $347,722 |
All Filings in WSFS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,203 | 6,115 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $400,287 | 6,115 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $337,792 | 6,115 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $333,557 | 6,185 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $340,175 | 6,185 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $320,815 | 6,185 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $328,609 | 6,185 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $315,373 | 6,185 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $292,105 | 6,215 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $284,156 | 6,295 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $305,021 | 6,641 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $223,197 | 6,115 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $230,657 | 6,115 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $418,035 | 11,115 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $503,954 | 11,115 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $516,402 | 11,115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $445,600 | 11,115 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $285,081 | 6,115 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $306,483 | 6,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $307,860 | 6,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $279,540 | 6,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $298,740 | 6,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $269,280 | 6,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||