Position in WSFS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$916,440
+$143,080 QoQ
Shares Held
14,000
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Verdence Capital Advisors LLC holds $24,817,113 across 19 Banks - Regional names. WSFS ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
107,596 | $4,946,188 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
|
78,746 | $4,905,088 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
13,718 | $2,854,578 | |
| 4 | USB |
US Bancorp De
|
50,336 | $2,617,975 | |
| 5 | MTB |
M&T Bank Corp
|
8,450 | $1,746,784 | |
| 6 | CBNK |
Capital Bancorp Inc
|
38,741 | $1,152,157 | |
| 7 | MBIN |
Merchants Bancorp
|
25,849 | $1,109,180 | |
| 8 | WSFS |
Wsfs Financial Corp
This page
|
14,000 | $916,440 |
All Filings in WSFS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $916,440 | 14,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $773,360 | 14,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $755,020 | 14,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $770,000 | 14,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $726,180 | 14,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $743,820 | 14,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,274,750 | 25,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,410,000 | 30,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,354,200 | 30,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,377,900 | 30,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,095,000 | 30,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,131,600 | 30,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,128,300 | 30,000 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,360,200 | 30,000 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,393,800 | 30,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,202,700 | 30,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,398,600 | 30,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,503,600 | 30,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,539,300 | 30,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,397,700 | 30,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,493,700 | 30,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,346,400 | 30,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,828,350 | 67,792 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,945,630 | 67,792 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,689,376 | 67,792 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||