Avantax Advisory Services’s WesBanco WSBC Stock Holding History

Avantax Advisory Services’s Portfolio WSBC Stock Details WSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Buy	38,285 +356	+0.9%	+$10.8K	0.01%	1048
2025 Q1	$1.17M	Buy	37,929 +3,341	+10%	+$112K	0.01%	1005
2024 Q4	$1.13M	Sell	34,588 -917	-3%	-$30.4K	0.01%	986
2024 Q3	$1.06M	Buy	35,505 +366	+1%	+$11.2K	0.01%	991
2024 Q2	$981K	Buy	+35,139	New	+$972K	0.01%	988
2019 Q2	–	Sell	-6,168	Closed	-$245K	–	548
2019 Q1	$245K	Buy	+6,168	New	+$248K	0.01%	411

Other funds holding WSBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's WSBC Position: Q2 2025 in Review

Avantax Advisory Services increased its WesBanco (WSBC) stake by 0.94% in Q2 2025, buying an estimated $10.8K and bringing the position to 38,285 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1048.

Avantax Advisory Services first reported a position in WSBC in Q1 2019 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold WSBC as of Q2 2025.

Avantax Advisory Services held 38,285 shares of WesBanco worth $1.21M as of Q2 2025.
Avantax Advisory Services bought 356 WesBanco shares in Q2 2025, an estimated $10.8K.
WesBanco made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1048 holding.
Avantax Advisory Services first reported a position in WesBanco in Q1 2019 and has held it in 6 quarters since.
302 funds tracked by Wall St. Rank held WesBanco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.