Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,782,678
+$3,385,767 QoQ
Shares Held
166,593
+16.1% QoQ
Ownership
0.326%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 352 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. WSFS ranks #33 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp De
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,782,678 | 166,593 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,396,911 | 143,552 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,586,247 | 191,641 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,602,720 | 178,059 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,922,660 | 180,412 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,392,362 | 219,633 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,209,060 | 229,796 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,567,029 | 226,849 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,136,556 | 236,948 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,670,869 | 236,395 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,423,445 | 226,942 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,714,447 | 238,752 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,588,836 | 254,211 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $9,684,310 | 257,493 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,196,103 | 224,881 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,845,528 | 233,438 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,467,973 | 236,168 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,590,195 | 270,060 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,615,610 | 52,187 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,660,440 | 32,361 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,691,822 | 36,313 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,625,692 | 32,651 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,253,843 | 72,501 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,385,758 | 125,538 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $3,953,941 | 137,768 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,756,998 | 110,634 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||