Position in WSFS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$602,023
+$172,410 QoQ
Shares Held
7,846
+19.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#172
of 356 holders
Holding Since
Dec 2025
3 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, 2026JMN Financial LLC holds $6,737,619 across 17 Banks - Regional names. WSFS ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
29,030 | $702,235 | |
| 2 | SSB |
SouthState Bank Corp
|
7,002 | $699,499 | |
| 3 | WSFS |
Wsfs Financial Corp
This page
|
7,846 | $602,023 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
8,500 | $537,625 | |
| 5 | WF |
Woori Financial Group Inc.
|
9,078 | $521,077 | |
| 6 | BBT |
Beacon Financial Corp
|
14,760 | $449,442 | |
| 7 | BPOP |
Popular, Inc.
|
2,637 | $432,942 | |
| 8 | KB |
KB Financial Group Inc.
|
3,358 | $352,455 |
All Filings in WSFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,023 | 7,846 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $429,613 | 6,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $322,822 | 5,844 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||