Position in WSFS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$26,805,855
+$1,205,956 QoQ
Shares Held
349,353
-10.7% QoQ
Ownership
0.684%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#30
of 352 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aberdeen Group plc holds $823,093,705 across 22 Banks - Regional names. WSFS ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAP |
Credicorp Ltd
|
340,325 | $132,583,811 | |
| 2 | NU |
Nu Holdings Ltd.
|
8,588,364 | $114,740,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
332,155 | $81,783,203 | |
| 4 | USB |
US Bancorp De
|
1,299,046 | $78,462,377 | |
| 5 | WTFC |
Wintrust Financial Corp
|
438,805 | $70,524,738 | |
| 6 | TFC |
Truist Financial Corp
|
1,014,042 | $50,519,571 | |
| 7 | HDB |
Hdfc Bank Ltd
|
1,356,947 | $35,049,940 | |
| 8 | FITB |
Fifth Third Bancorp
|
601,179 | $33,888,459 |
All Filings in WSFS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,805,855 | 349,353 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $25,599,899 | 391,077 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $21,168,630 | 383,212 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $21,665,244 | 401,729 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $24,251,480 | 440,936 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $27,223,502 | 524,841 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $27,164,943 | 511,292 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $31,654,999 | 620,808 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $28,878,116 | 614,428 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $28,890,953 | 640,030 | Shares | Defined | 2024-05-09 | |
| 2020-03-31 | $15,879,023 | 637,200 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||