UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WSFS — Wsfs Financial Corp
CIK 861177
NEW YORK, NY
Position in WSFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,076,463
+$1,310,491 QoQ
Shares Held
118,291
-0.3% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. WSFS ranks #45 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp De
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,076,463 | 118,291 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,765,972 | 118,637 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,453,022 | 116,818 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,580,079 | 103,469 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,053,440 | 164,608 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,942,016 | 114,556 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $7,116,015 | 133,936 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,499,590 | 127,468 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,631,888 | 141,104 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,504,487 | 77,636 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,565,819 | 77,636 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,737,790 | 75,008 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,599,358 | 68,912 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,591,778 | 68,912 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,029,933 | 66,827 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,155,049 | 67,909 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,577,189 | 89,229 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,164,048 | 89,319 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,286,365 | 65,570 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,404,004 | 66,342 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,090,871 | 66,342 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,690,051 | 54,028 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,520,325 | 56,157 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,702,047 | 63,109 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,480,545 | 51,587 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,305,806 | 52,400 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||