Position in WSFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$63,562,976
-$8,233,482 QoQ
Shares Held
828,398
-24.5% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. WSFS ranks #28 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,562,976 | 828,398 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $71,796,458 | 1,096,799 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $68,016,899 | 1,231,298 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $83,295,315 | 1,544,508 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $83,111,050 | 1,511,110 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $82,238,533 | 1,585,474 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $89,674,086 | 1,687,824 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $20,994,925 | 411,746 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $21,014,969 | 447,127 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $20,467,150 | 453,415 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $21,013,248 | 457,506 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $10,820,242 | 296,445 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,704,589 | 310,302 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,954,249 | 291,259 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $12,821,742 | 282,791 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,355,844 | 244,422 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,421,950 | 235,020 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $15,966,882 | 342,490 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $73,832,321 | 1,473,111 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $18,740,257 | 365,236 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $34,764,337 | 746,176 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $39,722,411 | 797,799 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,810,277 | 285,434 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $7,608,236 | 282,100 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,914,081 | 275,752 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $6,822,447 | 273,774 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||