Position in WSFS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,518,706
+$3,352,602 QoQ
Shares Held
58,891
+230.6% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
of 352 holders
Holding Since
Mar 2020
24 quarters on record
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. WSFS ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp De
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in WSFS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,518,706 | 58,891 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,166,104 | 17,814 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $501,105 | 9,111 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $652,576 | 12,581 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $680,223 | 12,803 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $680,206 | 13,340 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $703,637 | 14,971 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $948,481 | 21,012 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $986,163 | 21,471 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $592,431 | 16,231 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $610,649 | 16,189 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $636,887 | 16,934 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $721,042 | 15,903 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $756,090 | 16,274 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $651,262 | 16,245 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $765,220 | 16,414 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $775,857 | 15,480 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $844,562 | 16,460 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $853,062 | 18,310 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $910,410 | 18,285 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $954,103 | 21,259 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $632,365 | 23,447 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $434,489 | 15,139 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $361,763 | 14,517 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||