Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,573,717
+$1,291,275 QoQ
Shares Held
646,080
-12.4% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,949 across 271 Banks - Regional names. WSFS ranks #41 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp De
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,573,717 | 646,080 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $48,282,442 | 737,587 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $36,585,669 | 662,304 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $38,192,306 | 708,183 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $41,034,235 | 746,077 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,671,646 | 996,176 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $51,368,896 | 966,853 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $51,203,850 | 1,004,194 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $46,934,576 | 998,608 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $41,522,838 | 919,868 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $39,109,254 | 851,497 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $29,356,146 | 804,278 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,396,132 | 805,836 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,973,197 | 850,125 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $34,304,059 | 756,596 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $39,283,227 | 845,528 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,827,222 | 868,726 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $41,668,487 | 893,790 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,943,052 | 198,385 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $9,087,767 | 177,115 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,962,882 | 170,914 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $14,576,518 | 292,760 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,726,795 | 216,729 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,042,572 | 224,048 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,588,053 | 229,549 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,093,306 | 164,258 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||