Position in WSFS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,121,869
+$164,779 QoQ
Shares Held
14,621
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#133
of 352 holders
Holding Since
Jun 2020
25 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, 2026LOUNTZIS ASSET MANAGEMENT, LLC holds $15,894,803 across 2 Banks - Regional names. WSFS ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
244,585 | $14,772,934 | |
| 2 | WSFS |
Wsfs Financial Corp
This page
|
14,621 | $1,121,869 |
All Filings in WSFS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,869 | 14,621 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $957,090 | 14,621 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $807,664 | 14,621 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $812,779 | 15,071 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $828,905 | 15,071 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $781,732 | 15,071 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $800,722 | 15,071 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $866,830 | 17,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $893,000 | 19,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $857,660 | 19,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $872,670 | 19,000 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $693,500 | 19,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $821 | 19,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $714,590 | 19,000 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $861,460 | 19,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $882,740 | 19,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $761,710 | 19,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $885,780 | 19,000 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $952,280 | 19,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $974,890 | 19,000 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $885,210 | 19,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $946,010 | 19,000 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $852,720 | 19,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $512,430 | 19,000 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $545,300 | 19,000 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||