RFP
WSBC icon

Root Financial Partners’s WesBanco WSBC Stock Holding History

Root Financial Partners’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 		– Sell
-313
Closed -$10.8K – 3191
2026
Q1 		$10.8K Buy
313
+107
+52% +$3.73K ﹤0.01% 1655
2025
Q4 		$6.85K Buy
206
+63
+44% +$2.04K ﹤0.01% 1657
2025
Q3 		$4.57K Buy
+143
New +$4.56K ﹤0.01% 1762

Other funds holding WSBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's WSBC Position: Q2 2026 in Review

Root Financial Partners sold out of WesBanco (WSBC) in Q2 2026, closing a stake of 313 shares — an estimated $10.8K sold.

Root Financial Partners first reported a position in WSBC in Q3 2025 and held it in 3 quarters. The position peaked at $10.8K in Q1 2026. 344 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

  • Root Financial Partners reported no remaining WesBanco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 313 WesBanco shares in Q2 2026, an estimated $10.8K.
  • Root Financial Partners first reported a position in WesBanco in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WesBanco position peaked at $10.8K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.