Integrated Quantitative Investments LLC
Position in WSFS — Wsfs Financial Corp
CIK 2046834
BELLEVUE, WA
Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,450,219
+$1,269,714 QoQ
Shares Held
31,933
+77.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#91
of 352 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Integrated Quantitative Investments LLC holds $88,516,819 across 61 Banks - Regional names. WSFS ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
630,481 | $6,040,007 | |
| 2 | LYG |
Lloyds Banking Group plc
|
1,029,049 | $5,999,355 | |
| 3 | KB |
KB Financial Group Inc.
|
33,731 | $3,540,405 | |
| 4 | NWG |
NatWest Group plc
|
183,056 | $3,227,277 | |
| 5 | UVSP |
UNIVEST FINANCIAL Corp
|
64,630 | $2,827,562 | |
| 6 | ABCB |
Ameris Bancorp
|
29,665 | $2,677,562 | |
| 7 | CPF |
Central Pacific Financial Corp
|
68,085 | $2,600,847 | |
| 8 | NU |
Nu Holdings Ltd.
|
186,099 | $2,486,282 |
All Filings in WSFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,450,219 | 31,933 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,180,505 | 18,034 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||