Position in WSFS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,413,815
+$1,314,155 QoQ
Shares Held
57,524
+21.5% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
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, 2026CITIGROUP INC holds $3,134,921,252 across 284 Banks - Regional names. WSFS ranks #65 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,816,829 | $871,576,145 | |
| 2 | 3,566,496 | $272,551,623 | |||
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,012,120 | $249,204,184 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
11,409,970 | $202,298,767 | |
| 5 | NU |
Nu Holdings Ltd.
|
12,385,567 | $165,471,173 | |
| 6 | USB |
US Bancorp De
|
1,889,187 | $114,106,893 | |
| 7 | TFC |
Truist Financial Corp
|
2,104,595 | $104,850,921 | |
| 8 | LYG |
Lloyds Banking Group plc
|
16,746,452 | $97,631,813 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,413,815 | 57,524 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $3,099,660 | 47,352 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,794,811 | 50,594 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,164,665 | 58,681 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,114,505 | 92,991 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,810,476 | 112,020 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,089,812 | 114,621 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,365,778 | 105,232 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,199,497 | 89,351 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,149,493 | 91,925 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,383,203 | 73,660 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,530,334 | 41,927 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $2,821,379 | 74,798 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,110,584 | 29,529 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,712,445 | 37,769 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,443,464 | 31,069 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,206,025 | 30,083 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,663,819 | 57,139 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,891,126 | 37,732 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,313,740 | 25,604 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,230,394 | 26,409 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $267,322 | 5,369 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $468,726 | 10,444 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $87,139 | 3,231 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $533,417 | 18,586 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $390,296 | 15,662 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||