Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,687,238
+$298,210 QoQ
Shares Held
35,022
-4.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 352 holders
Holding Since
Mar 2021
22 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, 2026Thrivent Financial for Lutherans holds $1,125,121,293 across 149 Banks - Regional names. WSFS ranks #56 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
565,114 | $134,502,782 | |
| 2 | TFIN |
Triumph Financial, Inc.
|
1,300,194 | $99,217,803 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,562,137 | $88,057,661 | |
| 4 | WTFC |
Wintrust Financial Corp
|
489,473 | $78,668,100 | |
| 5 | ONB |
Old National Bancorp /In/
|
2,694,595 | $69,790,008 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
3,653,108 | $64,769,603 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
1,415,944 | $59,908,590 | |
| 8 | VLY |
Valley National Bancorp
|
3,607,726 | $52,853,185 |
All Filings in WSFS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,687,238 | 35,022 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,389,028 | 36,496 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,122,099 | 38,416 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,237,501 | 41,489 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,391,895 | 43,489 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $2,372,170 | 45,733 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $2,559,431 | 48,173 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,632,205 | 51,622 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,473,187 | 52,621 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,511,183 | 55,631 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,548,367 | 77,256 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,160,216 | 59,184 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,306,502 | 61,148 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,460,370 | 65,418 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,864,263 | 63,173 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,050,284 | 65,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,549,683 | 63,599 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,485,079 | 53,305 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,670,744 | 53,287 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,971,484 | 38,423 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,810,347 | 38,857 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $1,942,606 | 39,016 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||