Position in WSFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$177,259,647
+$8,688,892 QoQ
Shares Held
2,310,174
-10.3% QoQ
Ownership
4.52%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#5
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $7,150,756,206 across 182 Banks - Regional names. WSFS ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,424,326 | $2,074,237,539 | |
| 2 | USB |
US Bancorp De
|
10,040,127 | $606,423,666 | |
| 3 | FITB |
Fifth Third Bancorp
|
10,178,989 | $573,789,604 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
8,405,252 | $283,761,305 | |
| 5 | ITUB |
Itau Unibanco Holding S.A.
|
34,347,272 | $280,617,209 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
6,101,719 | $195,560,091 | |
| 7 | HDB |
Hdfc Bank Ltd
|
7,327,488 | $189,269,013 | |
| 8 | SSB |
SouthState Bank Corp
|
1,842,441 | $184,059,854 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,259,647 | 2,310,174 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $168,570,755 | 2,575,172 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $136,210,348 | 2,465,792 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $131,231,587 | 2,433,369 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $143,603,680 | 2,610,976 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $134,022,999 | 2,583,825 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $135,252,772 | 2,545,695 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $141,859,174 | 2,782,098 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $142,440,268 | 3,030,644 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $127,265,818 | 2,819,358 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $132,555,541 | 2,886,034 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $96,853,698 | 2,653,526 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $96,901,434 | 2,568,967 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $89,003,011 | 2,366,472 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $107,568,332 | 2,372,482 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $110,535,121 | 2,379,146 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $81,974,627 | 2,044,765 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $62,370,052 | 1,337,839 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,724,679 | 34,411 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,767,475 | 34,447 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,603,068 | 34,408 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,961,757 | 59,485 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,674,174 | 59,585 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,992,678 | 73,885 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,118,060 | 73,800 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,678,900 | 107,500 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||