Cassaday & Co Wealth Management
WSBC icon

Cassaday & Co Wealth Management’s WesBanco WSBC Stock Holding History

Cassaday & Co Wealth Management’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 		$136K Hold
3,643
– – ﹤0.01% 421
2026
Q2 		$142K Hold
3,643
– – ﹤0.01% 407
2026
Q1 		$126K Buy
+3,643
New +$127K ﹤0.01% 409

Other funds holding WSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Cassaday & Co Wealth Management's WSBC Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its WesBanco (WSBC) position steady in Q3 2026 at 3,643 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Cassaday & Co Wealth Management first reported a position in WSBC in Q1 2026 and has held it in 3 quarters since. The position peaked at $142K in Q2 2026. 127 funds tracked by Wall St. Rank hold WSBC as of Q3 2026.

  • Cassaday & Co Wealth Management held 3,643 shares of WesBanco worth $136K as of Q3 2026.
  • Cassaday & Co Wealth Management left its WesBanco share count unchanged in Q3 2026.
  • WesBanco made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #421 holding.
  • Cassaday & Co Wealth Management first reported a position in WesBanco in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's WesBanco position peaked at $142K in Q2 2026.
  • 127 funds tracked by Wall St. Rank held WesBanco as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.