PlanVest Financial’s WesBanco WSBC Stock Holding History

PlanVest Financial’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	$23.3K	Hold	596	–	–	0.02%	321
2026 Q1	$20.6K	Buy	+596	New	+$20.8K	0.02%	315

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

PlanVest Financial's WSBC Position: Q2 2026 in Review

PlanVest Financial held its WesBanco (WSBC) position steady in Q2 2026 at 596 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #321.

PlanVest Financial first reported a position in WSBC in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

PlanVest Financial held 596 shares of WesBanco worth $23.3K as of Q2 2026.
PlanVest Financial left its WesBanco share count unchanged in Q2 2026.
WesBanco made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #321 holding.
PlanVest Financial first reported a position in WesBanco in Q1 2026 and has held it in 2 quarters since.
339 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.