Position in WSFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,922,140
-$8,370,133 QoQ
Shares Held
103,247
-58.5% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. WSFS ranks #89 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,922,140 | 103,247 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,292,273 | 248,889 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $11,862,954 | 214,753 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $8,818,577 | 163,519 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,691,255 | 139,841 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,385,193 | 103,821 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,470,623 | 84,145 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,465,569 | 48,354 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,972,355 | 41,965 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,325,295 | 51,513 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,308,715 | 50,266 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $529,760 | 14,514 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,419,666 | 37,637 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,459,793 | 38,814 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,357,252 | 29,935 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $268,491 | 5,779 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $171,023 | 4,266 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $933,844 | 20,031 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,420,850 | 28,349 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $337,311 | 6,574 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $510,439 | 10,956 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,250,275 | 25,111 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $698,107 | 15,555 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $224,632 | 8,329 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $695,802 | 24,244 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $114,133 | 4,580 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||