Position in WSFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$225,356
+$14,510 QoQ
Shares Held
2,937
-8.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#251
of 355 holders
Holding Since
Mar 2026
2 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, 2026FourThought Financial Partners, LLC holds $11,610,469 across 10 Banks - Regional names. WSFS ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
38,487 | $9,476,269 | |
| 2 | SSB |
SouthState Bank Corp
|
2,836 | $283,316 | |
| 3 | HOMB |
Home Bancshares Inc
|
9,367 | $267,427 | |
| 4 | ISBA |
Isabella Bank Corp
|
6,392 | $252,484 | |
| 5 | KEY |
Keycorp /New/
|
10,376 | $239,166 | |
| 6 | WSFS |
Wsfs Financial Corp
This page
|
2,937 | $225,356 | |
| 7 | CCNE |
Cnb Financial Corp/Pa
|
6,647 | $224,070 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
6,975 | $223,548 |
All Filings in WSFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,356 | 2,937 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $210,846 | 3,221 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||