Position in WSFS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$665,172
+$98,093 QoQ
Shares Held
8,669
+0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#164
of 352 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $19,050,422 across 11 Banks - Regional names. WSFS ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
241,518 | $12,032,426 | |
| 2 | MTB |
M&T Bank Corp
|
11,663 | $2,775,910 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,418 | $1,087,799 | |
| 4 | USB |
US Bancorp De
|
11,292 | $682,036 | |
| 5 | WSFS |
Wsfs Financial Corp
This page
|
8,669 | $665,172 | |
| 6 | KEY |
Keycorp /New/
|
24,876 | $573,391 | |
| 7 | CNOB |
ConnectOne Bancorp, Inc.
|
8,058 | $269,459 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
3,825 | $268,017 |
All Filings in WSFS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,172 | 8,669 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $567,079 | 8,663 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $967,197 | 17,509 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,051,311 | 19,494 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||