Philip James Wealth Mangement’s WesBanco WSBC Stock Holding History

Philip James Wealth Mangement’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	$306K	Hold	7,845	–	–	0.03%	129
2026 Q1	$271K	Hold	7,845	–	–	0.03%	141
2025 Q4	$261K	Hold	7,845	–	–	0.03%	154
2025 Q3	$250K	Hold	7,845	–	–	0.03%	164
2025 Q2	$248K	Hold	7,845	–	–	0.03%	148
2025 Q1	$243K	Hold	7,845	–	–	0.03%	151
2024 Q4	$255K	Hold	7,845	–	–	0.03%	146
2024 Q3	$234K	Buy	+7,845	New	+$241K	0.03%	147

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

Philip James Wealth Mangement's WSBC Position: Q2 2026 in Review

Philip James Wealth Mangement held its WesBanco (WSBC) position steady in Q2 2026 at 7,845 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #129.

Philip James Wealth Mangement first reported a position in WSBC in Q3 2024 and has held it in 8 quarters since. 345 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

Philip James Wealth Mangement held 7,845 shares of WesBanco worth $306K as of Q2 2026.
Philip James Wealth Mangement left its WesBanco share count unchanged in Q2 2026.
WesBanco made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #129 holding.
Philip James Wealth Mangement first reported a position in WesBanco in Q3 2024 and has held it in 8 quarters since.
345 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.