Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,744,971
+$18,893,915 QoQ
Shares Held
1,052,326
+11.4% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $16,582,453,829 across 236 Banks - Regional names. WSFS ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
22,154,682 | $1,552,378,561 | |
| 2 | FITB |
Fifth Third Bancorp
|
25,767,990 | $1,452,541,592 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
71,295,123 | $1,264,062,527 | |
| 4 | USB |
US Bancorp De
|
19,796,411 | $1,195,703,216 | |
| 5 | EWBC |
East West Bancorp Inc
|
8,830,694 | $1,139,954,283 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
4,245,984 | $1,045,446,172 | |
| 7 | MTB |
M&T Bank Corp
|
4,025,037 | $957,999,050 | |
| 8 | TFC |
Truist Financial Corp
|
15,380,046 | $766,233,885 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,744,971 | 1,052,326 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $61,851,056 | 944,868 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $58,918,484 | 1,066,591 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $54,235,240 | 1,005,660 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $54,195,185 | 985,367 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $50,286,715 | 969,476 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $50,696,376 | 954,195 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $48,979,307 | 960,567 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $43,019,476 | 915,308 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $33,439,076 | 740,786 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $31,466,043 | 685,087 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $22,324,895 | 611,641 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $22,680,957 | 601,298 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $25,250,185 | 671,369 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $38,309,894 | 844,947 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $46,804,545 | 1,007,416 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,458,754 | 1,258,637 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $63,838,580 | 1,369,339 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $64,123,075 | 1,279,391 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $67,606,106 | 1,317,601 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $61,084,100 | 1,311,099 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $66,512,467 | 1,335,860 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $58,433,622 | 1,301,997 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $30,970,998 | 1,148,350 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $26,218,941 | 913,552 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $22,109,421 | 887,216 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||