Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,136
-$26,781 QoQ
Shares Held
888
-38.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#278
of 352 holders
Holding Since
Sep 2025
4 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, 2026Seneschal Advisors, LLC holds $97,674 across 13 Banks - Regional names. WSFS ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
This page
|
888 | $68,136 | |
| 2 | NWBI |
Northwest Bancshares, Inc.
|
1,500 | $22,740 | |
| 3 | USB |
US Bancorp \De\
|
17 | $1,026 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4 | $984 | |
| 5 | TFC |
Truist Financial Corp
|
14 | $697 | |
| 6 | RF |
Regions Financial Corp
|
22 | $664 | |
| 7 | WBS |
Webster Financial Corp
|
8 | $611 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
8 | $560 |
All Filings in WSFS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,136 | 888 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $94,917 | 1,450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $80,098 | 1,450 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,198 | 1,450 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||