Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,064,441
+$947,138 QoQ
Shares Held
39,938
+23.5% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 352 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $2,575,847,317 across 303 Banks - Regional names. WSFS ranks #54 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,816,066 | $411,690,385 | |
| 2 | WBS |
Webster Financial Corp
|
4,776,825 | $365,044,964 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,044,455 | $257,165,707 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,993,274 | $168,730,853 | |
| 5 | TFC |
Truist Financial Corp
|
3,004,662 | $149,692,259 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,918,501 | $132,511,172 | |
| 7 | KEY |
Keycorp /New/
|
5,121,717 | $118,055,574 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,227,228 | $85,991,864 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,064,441 | 39,938 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,117,303 | 32,345 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,786,831 | 104,758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,526,504 | 83,933 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $7,192,515 | 130,773 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $4,753,366 | 91,640 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $6,543,809 | 123,166 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $6,139,043 | 120,397 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $2,684,311 | 57,113 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $4,428,730 | 98,111 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $5,962,724 | 129,822 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $2,843,276 | 77,898 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $3,294,539 | 87,342 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $2,046,472 | 54,413 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $1,346,824 | 29,705 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $901,926 | 19,413 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $810,659 | 20,221 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,458,878 | 52,743 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,368,013 | 67,199 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,994,471 | 38,871 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,278,988 | 27,452 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,013,539 | 60,525 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,436,833 | 32,015 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $937,315 | 34,754 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,174,058 | 40,908 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $510,884 | 20,501 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||