Position in WSFS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,758,728
-$494,928 QoQ
Shares Held
22,921
-33.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#105
of 352 holders
Holding Since
Mar 2026
2 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, 2026Oliver Luxxe Assets LLC holds $28,179,861 across 11 Banks - Regional names. WSFS ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,312 | $6,970,980 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
48,113 | $4,853,639 | |
| 3 | VLY |
Valley National Bancorp
|
164,094 | $2,403,977 | |
| 4 | SSB |
SouthState Bank Corp
|
23,836 | $2,381,216 | |
| 5 | BANC |
Banc Of California, Inc.
|
92,753 | $1,894,943 | |
| 6 | HWC |
Hancock Whitney Corp
|
24,901 | $1,860,602 | |
| 7 | WTFC |
Wintrust Financial Corp
|
11,375 | $1,828,190 | |
| 8 | WSFS |
Wsfs Financial Corp
This page
|
22,921 | $1,758,728 |
All Filings in WSFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,728 | 22,921 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,253,656 | 34,428 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||