Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,264,027
+$632,472 QoQ
Shares Held
94,670
-6.6% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. WSFS ranks #80 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp De
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,264,027 | 94,670 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,631,555 | 101,307 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,971,775 | 108,106 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,154,383 | 114,118 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,761,535 | 122,937 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,801,867 | 131,133 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,396,864 | 139,222 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,863,983 | 154,226 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,040,102 | 171,066 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,205,278 | 181,774 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,801,656 | 191,632 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,296,315 | 720,447 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $26,414,674 | 700,283 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,878,400 | 714,661 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $31,641,878 | 697,880 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $33,708,309 | 725,534 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,941,365 | 696,966 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $35,974,135 | 771,646 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $43,802,423 | 873,951 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $34,931,590 | 680,795 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,015,250 | 687,170 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $36,614,868 | 735,386 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,627,779 | 816,127 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,378,033 | 829,738 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $22,700,550 | 790,960 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,780,013 | 833,869 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||