Position in WSFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,217,968
+$440,213 QoQ
Shares Held
675,496
-14.8% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026FRONTIER CAPITAL MANAGEMENT CO LLC holds $645,121,279 across 14 Banks - Regional names. WSFS ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
800,930 | $107,460,778 | |
| 2 | WTFC |
Wintrust Financial Corp
|
462,012 | $64,191,947 | |
| 3 | FBP |
First Bancorp /Pr/
|
2,923,738 | $62,451,043 | |
| 4 | RNST |
Renasant Corp
|
1,702,713 | $61,519,020 | |
| 5 | EBC |
Eastern Bankshares, Inc.
|
2,840,293 | $55,556,131 | |
| 6 | WSFS |
Wsfs Financial Corp
This page
|
675,496 | $44,217,968 | |
| 7 | TFIN |
Triumph Financial, Inc.
|
644,777 | $38,467,395 | |
| 8 | SFNC |
Simmons First National Corp
|
1,792,102 | $34,856,383 |
All Filings in WSFS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,217,968 | 675,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,777,755 | 792,501 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,120,378 | 799,562 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,260,020 | 768,364 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,348,530 | 758,599 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,199,301 | 718,978 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,171,254 | 670,156 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,598,766 | 523,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,718,826 | 503,297 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,971,372 | 521,911 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,352,263 | 530,199 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,028,716 | 530,984 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,269,721 | 538,945 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,708,033 | 544,950 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,010,398 | 559,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,391,417 | 508,641 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $23,432,563 | 502,629 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $26,038,693 | 519,527 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $27,190,041 | 529,917 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $27,512,000 | 590,513 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $29,370,423 | 589,886 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $41,339,102 | 921,103 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $24,235,430 | 898,607 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $25,126,878 | 875,501 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $16,908,743 | 678,521 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||