Avantax Planning Partners’s WesBanco WSBC Stock Holding History

Avantax Planning Partners’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
2026 Q2	$1.89M	Hold	48,357	–	–	0.05%	148
2026 Q1	$1.67M	Hold	48,357	–	–	0.05%	146
2025 Q4	$1.61M	Sell	48,357 -116	-0.2%	-$3.75K	0.05%	150
2025 Q3	$1.55M	Hold	48,473	–	–	0.04%	152
2025 Q2	$1.53M	Hold	48,473	–	–	0.05%	156
2025 Q1	$1.5M	Hold	48,473	–	–	0.05%	146
2024 Q4	$1.58M	Buy	48,473 +756	+2%	+$25K	0.06%	140
2024 Q3	$1.42M	Hold	47,717	–	–	0.05%	150
2024 Q2	$1.33M	Buy	47,717 +4,489	+10%	+$124K	0.04%	179
2024 Q1	$1.29M	Buy	+43,228	New	+$1.26M	0.04%	192

Other funds holding WSBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avantax Planning Partners's WSBC Position: Q2 2026 in Review

Avantax Planning Partners held its WesBanco (WSBC) position steady in Q2 2026 at 48,357 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #148.

Avantax Planning Partners first reported a position in WSBC in Q1 2024 and has held it in 10 quarters since. 345 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

Avantax Planning Partners held 48,357 shares of WesBanco worth $1.89M as of Q2 2026.
Avantax Planning Partners left its WesBanco share count unchanged in Q2 2026.
WesBanco made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #148 holding.
Avantax Planning Partners first reported a position in WesBanco in Q1 2024 and has held it in 10 quarters since.
345 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.