Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,093,359
-$2,019,818 QoQ
Shares Held
79,413
-35.9% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $9,715,141,254 across 232 Banks - Regional names. WSFS ranks #59 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
39,099,722 | $2,204,051,328 | |
| 2 | USB |
US Bancorp De
|
25,023,715 | $1,511,432,385 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
72,147,488 | $1,279,174,962 | |
| 4 | BPOP |
Popular, Inc.
|
4,714,748 | $774,067,325 | |
| 5 | WAL |
Western Alliance Bancorporation
|
6,312,247 | $518,866,702 | |
| 6 | KEY |
Keycorp /New/
|
17,946,974 | $413,677,749 | |
| 7 | NU |
Nu Holdings Ltd.
|
29,338,410 | $391,961,156 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
9,879,006 | $316,622,141 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,093,359 | 79,413 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,113,177 | 123,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,464,646 | 153,234 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,136,970 | 76,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,197,865 | 58,143 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,783,240 | 53,658 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,755,693 | 51,867 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,984,919 | 78,151 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,521,683 | 202,589 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,117,602 | 201,985 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,829,469 | 148,693 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $4,506,691 | 123,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,258,012 | 165,907 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,618,168 | 202,557 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,612,514 | 189,954 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,508,627 | 140,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $129,274,494 | 3,224,607 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $152,157,143 | 3,263,774 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $162,251,822 | 3,237,267 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $170,755,985 | 3,327,928 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $155,712,865 | 3,342,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $179,063,162 | 3,596,368 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $160,658,910 | 3,579,744 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $97,540,430 | 3,616,627 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $102,683,376 | 3,577,818 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $84,286,417 | 3,382,280 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||