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 Q3	$1.62M	Sell	43,357 -5,000	-10%	-$202K	0.04%	158
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Avantax Planning Partners's WSBC Position: Q3 2026 in Review

Avantax Planning Partners reduced its WesBanco (WSBC) stake by 10% in Q3 2026, selling an estimated $202K and leaving 43,357 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #158.

Avantax Planning Partners first reported a position in WSBC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.89M in Q2 2026. 297 funds tracked by Wall St. Rank hold WSBC as of Q3 2026.

Avantax Planning Partners held 43,357 shares of WesBanco worth $1.62M as of Q3 2026.
Avantax Planning Partners sold 5,000 WesBanco shares in Q3 2026, an estimated $202K.
WesBanco made up 0.04% of Avantax Planning Partners's portfolio in Q3 2026, its #158 holding.
Avantax Planning Partners first reported a position in WesBanco in Q1 2024 and has held it in 11 quarters since.
Avantax Planning Partners's WesBanco position peaked at $1.89M in Q2 2026.
297 funds tracked by Wall St. Rank held WesBanco as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.