Position in WSFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$570,947
+$112,727 QoQ
Shares Held
7,441
+6.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 352 holders
Holding Since
Jun 2021
14 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, 2026Haverford Trust Co holds $12,685,750 across 8 Banks - Regional names. WSFS ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
22,937 | $5,647,548 | |
| 2 | USB |
US Bancorp De
|
40,210 | $2,428,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
33,540 | $1,890,649 | |
| 4 | MTB |
M&T Bank Corp
|
5,264 | $1,252,884 | |
| 5 | WSFS |
Wsfs Financial Corp
This page
|
7,441 | $570,947 | |
| 6 | TFC |
Truist Financial Corp
|
6,689 | $333,245 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
4,514 | $312,323 | |
| 8 | KEY |
Keycorp /New/
|
10,823 | $249,470 |
All Filings in WSFS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,947 | 7,441 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $458,220 | 7,000 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $386,680 | 7,000 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $377,510 | 7,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $385,000 | 7,000 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $363,090 | 7,000 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $507,763 | 9,557 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $556,147 | 10,907 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $625,429 | 13,307 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $600,677 | 13,307 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $748,980 | 16,307 | Shares | Defined | 2024-02-08 | |
| 2022-06-30 | $202,654 | 5,055 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $303,216 | 6,504 | Shares | Defined | 2022-05-05 | |
| 2021-06-30 | $29,258 | 628 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||