Position in WSFS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$381,808
+$56,931 QoQ
Shares Held
4,976
+0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#210
of 352 holders
Holding Since
Mar 2022
18 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, 2026Allegheny Financial Group holds $6,320,898 across 9 Banks - Regional names. WSFS ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,739 | $3,136,596 | |
| 2 | FCF |
First Commonwealth Financial Corp /Pa/
|
34,793 | $707,341 | |
| 3 | USB |
US Bancorp \De\
|
7,463 | $450,765 | |
| 4 | CBU |
Community Financial System, Inc.
|
6,076 | $407,821 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
21,786 | $386,265 | |
| 6 | WSFS |
Wsfs Financial Corp
This page
|
4,976 | $381,808 | |
| 7 | NWBI |
Northwest Bancshares, Inc.
|
20,097 | $304,670 | |
| 8 | STBA |
S&T Bancorp Inc
|
6,164 | $302,529 |
All Filings in WSFS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,808 | 4,976 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $324,877 | 4,963 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $283,325 | 5,129 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $275,744 | 5,113 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $280,390 | 5,098 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $263,603 | 5,082 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $269,262 | 5,068 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $257,805 | 5,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,927 | 5,041 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $250,978 | 5,560 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $254,498 | 5,541 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $201,480 | 5,520 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $207,460 | 5,500 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $205,914 | 5,475 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $247,511 | 5,459 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $252,788 | 5,441 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $217,528 | 5,426 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $252,120 | 5,408 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||