Position in WSFS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,881,803
+$273,059 QoQ
Shares Held
24,525
-0.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#103
of 352 holders
Holding Since
Jun 2020
19 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, 2026Private Advisor Group, LLC holds $51,942,864 across 34 Banks - Regional names. WSFS ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
60,084 | $14,793,882 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,419 | $7,114,221 | |
| 3 | USB |
US Bancorp De
|
80,869 | $4,884,487 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
44,321 | $3,105,572 | |
| 5 | TFC |
Truist Financial Corp
|
45,041 | $2,243,942 | |
| 6 | KEY |
Keycorp /New/
|
96,537 | $2,225,177 | |
| 7 | WSFS |
Wsfs Financial Corp
This page
|
24,525 | $1,881,803 | |
| 8 | FITB |
Fifth Third Bancorp
|
30,418 | $1,714,662 |
All Filings in WSFS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,803 | 24,525 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,608,744 | 24,576 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,358,185 | 24,587 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,343,180 | 24,906 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,367,960 | 24,872 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,339,283 | 25,820 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,396,362 | 26,282 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,461,118 | 28,655 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,356,420 | 28,860 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,303,327 | 28,873 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,335,782 | 29,083 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $964,658 | 26,429 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $996,751 | 26,425 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,238,685 | 32,935 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $296,561 | 32,932 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,505,629 | 32,407 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,295,869 | 32,324 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,310,721 | 28,115 | Shares | Sole | 2022-05-12 | |
| 2020-06-30 | $121,171 | 4,222 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||