Position in WSFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$274,149,612
+$41,075,619 QoQ
Shares Held
3,572,913
+0.3% QoQ
Ownership
6.99%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. WSFS ranks #34 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,149,612 | 3,572,913 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $233,073,993 | 3,560,556 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $198,447,654 | 3,592,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $196,178,678 | 3,637,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $201,684,285 | 3,666,987 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $196,504,669 | 3,788,407 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $207,340,354 | 3,902,510 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $199,065,825 | 3,904,017 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $183,452,985 | 3,903,255 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $171,214,934 | 3,792,976 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $172,568,928 | 3,757,216 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $134,306,383 | 3,679,627 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $137,646,388 | 3,649,162 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $138,194,820 | 3,674,417 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $167,880,598 | 3,702,704 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $171,375,373 | 3,688,665 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $141,335,207 | 3,525,448 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $152,150,197 | 3,263,625 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $123,932,124 | 2,472,708 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $129,593,667 | 2,525,700 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $119,419,627 | 2,563,203 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $136,866,486 | 2,748,875 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $131,899,986 | 2,938,948 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $82,553,336 | 3,060,932 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $88,788,042 | 3,093,660 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $75,089,567 | 3,013,225 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||