Position in WSFS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$210,846
New position
Shares Held
3,221
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026FourThought Financial Partners, LLC holds $9,145,654 across 6 Banks - Regional names. WSFS ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
38,113 | $7,930,934 | |
| 2 | ISBA |
Isabella Bank Corp
|
6,392 | $291,922 | |
| 3 | SSB |
SouthState Bank Corp
|
2,739 | $253,412 | |
| 4 | HOMB |
Home Bancshares Inc
|
9,302 | $250,502 | |
| 5 | WSFS |
Wsfs Financial Corp
This page
|
3,221 | $210,846 | |
| 6 | KEY |
Keycorp /New/
|
10,376 | $208,038 |
All Filings in WSFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,846 | 3,221 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||