Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,616,648
+$14,099,878 QoQ
Shares Held
307,789
+111.7% QoQ
Ownership
0.602%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $16,129,309,862 across 126 Banks - Regional names. WSFS ranks #79 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
9,801,881 | $2,332,945,693 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
122,300,772 | $2,168,392,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,653,758 | $1,333,362,335 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,141,397 | $1,123,944,126 | |
| 5 | RF |
Regions Financial Corp
|
20,992,390 | $633,970,178 | |
| 6 | TFC |
Truist Financial Corp
|
8,985,087 | $447,637,033 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
11,686,430 | $374,550,079 | |
| 8 | WAL |
Western Alliance Bancorporation
|
4,389,690 | $360,832,517 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,616,648 | 307,789 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,516,770 | 145,383 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,536,797 | 172,643 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,985,299 | 185,153 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,651,685 | 193,667 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,424,312 | 200,970 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,675,513 | 200,932 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,001,550 | 215,759 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,250,935 | 218,105 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,964,892 | 198,602 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,966,487 | 216,993 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,214,471 | 225,054 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,056,312 | 213,582 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,358,984 | 169,077 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,758,398 | 171,116 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,818,802 | 189,815 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,452,248 | 185,888 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,273,325 | 134,563 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,838,421 | 136,441 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,866,200 | 133,818 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,307,446 | 135,382 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,649,439 | 93,381 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,592,762 | 57,771 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,543,708 | 57,238 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,581,048 | 89,932 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $942,174 | 37,808 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||