Position in WSFS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$668,608
+$104,111 QoQ
Shares Held
10,214
-0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Modera Wealth Management, LLC holds $45,732,169 across 12 Banks - Regional names. WSFS ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
146,656 | $30,517,647 | |
| 2 | TFC |
Truist Financial Corp
|
226,430 | $10,408,987 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
73,045 | $1,143,154 | |
| 4 | FBNC |
First Bancorp /Nc/
|
12,227 | $688,991 | |
| 5 | WSFS |
Wsfs Financial Corp
This page
|
10,214 | $668,608 | |
| 6 | USB |
US Bancorp De
|
11,818 | $614,654 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
7,200 | $448,488 | |
| 8 | FVCB |
FVCBankcorp, Inc.
|
21,438 | $325,643 |
All Filings in WSFS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $668,608 | 10,214 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $564,497 | 10,219 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $550,948 | 10,216 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $957,880 | 17,416 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $945,797 | 18,234 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $970,100 | 18,259 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,664,364 | 32,641 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,646,927 | 35,041 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,967,323 | 65,736 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,018,887 | 65,728 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,401,006 | 65,781 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $2,488,426 | 65,971 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,481,658 | 65,984 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,987,633 | 65,894 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,544,061 | 76,282 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,827,352 | 95,469 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,353,421 | 114,831 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $621,387 | 12,398 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $573,748 | 11,182 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $520,969 | 11,182 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $556,751 | 11,182 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $501,848 | 11,182 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||