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LRI Investments’s WesBanco WSBC Stock Holding History

LRI Investments’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 		$468 Sell
12
-167
-93% -$5.88K ﹤0.01% 1552
2026
Q1 		$6.17K Hold
179
– – ﹤0.01% 1023
2025
Q4 		$5.95K Hold
179
– – ﹤0.01% 1008
2025
Q3 		$5.71K Hold
179
– – ﹤0.01% 1015
2025
Q2 		$5.66K Hold
179
– – ﹤0.01% 987
2025
Q1 		$5.54K Buy
179
+34
+23% +$1.14K ﹤0.01% 920
2024
Q4 		$4.72K Hold
145
– – ﹤0.01% 953
2024
Q3 		$5.19K Buy
+145
New +$4.45K ﹤0.01% 925

Other funds holding WSBC

WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LRI Investments's WSBC Position: Q2 2026 in Review

LRI Investments reduced its WesBanco (WSBC) stake by 93% in Q2 2026, selling an estimated $5.88K and leaving 12 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

LRI Investments first reported a position in WSBC in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.17K in Q1 2026. 102 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

  • LRI Investments held 12 shares of WesBanco worth $468 as of Q2 2026.
  • LRI Investments sold 167 WesBanco shares in Q2 2026, an estimated $5.88K.
  • WesBanco made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1552 holding.
  • LRI Investments first reported a position in WesBanco in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's WesBanco position peaked at $6.17K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.