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Center for Financial Planning’s WesBanco WSBC Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-165
Closed -$5.27K – 738
2025
Q3 		$5.27K Buy
+165
New +$5.26K ﹤0.01% 545

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center for Financial Planning's WSBC Position: Q4 2025 in Review

Center for Financial Planning sold out of WesBanco (WSBC) in Q4 2025, closing a stake of 165 shares — an estimated $5.27K sold.

Center for Financial Planning first reported a position in WSBC in Q3 2025 and held it in 1 quarter. The position peaked at $5.27K in Q3 2025. 305 funds tracked by Wall St. Rank hold WSBC as of Q4 2025.

  • Center for Financial Planning reported no remaining WesBanco position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 165 WesBanco shares in Q4 2025, an estimated $5.27K.
  • Center for Financial Planning first reported a position in WesBanco in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's WesBanco position peaked at $5.27K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held WesBanco as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.