Sound Income Strategies’s WesBanco WSBC Stock Holding History

Sound Income Strategies’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 Q3	$5.29M	Buy	143,059 +42,428	+42%	+$1.71M	0.24%	108
2026 Q2	$3.93M	Buy	100,631 +98,633	+4,937%	+$3.47M	0.18%	125
2026 Q1	$69K	Hold	1,998	–	–	﹤0.01%	721
2025 Q4	$68.7K	Buy	1,998 +520	+35%	+$16.8K	﹤0.01%	694
2025 Q3	$49.3K	Hold	1,478	–	–	﹤0.01%	555
2025 Q2	$46.7K	Hold	1,478	–	–	﹤0.01%	533
2025 Q1	$45.8K	Hold	1,478	–	–	﹤0.01%	526
2024 Q4	$48.1K	Hold	1,478	–	–	﹤0.01%	473
2024 Q3	$44K	Hold	1,478	–	–	﹤0.01%	466
2024 Q2	$41.3K	Hold	1,478	–	–	﹤0.01%	468
2024 Q1	$44.1K	Hold	1,478	–	–	﹤0.01%	430
2023 Q4	$46.4K	Buy	1,478 +1,425	+2,689%	+$38.3K	﹤0.01%	422
2023 Q3	$1.29K	Hold	53	–	–	﹤0.01%	971
2023 Q2	$1.36K	Hold	53	–	–	﹤0.01%	933
2023 Q1	$1.63K	Hold	53	–	–	﹤0.01%	867
2022 Q4	$1.96K	Hold	53	–	–	﹤0.01%	770
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	746
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	761
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	753
2021 Q4	$2K	Hold	53	–	–	﹤0.01%	739
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	715
2021 Q2	$2K	Buy	+53	New	+$1.99K	﹤0.01%	754

Other funds holding WSBC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Sound Income Strategies's WSBC Position: Q3 2026 in Review

Sound Income Strategies increased its WesBanco (WSBC) stake by 42% in Q3 2026, buying an estimated $1.71M and bringing the position to 143,059 shares worth $5.29M. The position accounts for 0.24% of the portfolio, ranked #108.

Sound Income Strategies first reported a position in WSBC in Q2 2021 and has held it in 22 quarters since. 26 funds tracked by Wall St. Rank hold WSBC as of Q3 2026.

Sound Income Strategies held 143,059 shares of WesBanco worth $5.29M as of Q3 2026.
Sound Income Strategies bought 42,428 WesBanco shares in Q3 2026, an estimated $1.71M.
WesBanco made up 0.24% of Sound Income Strategies's portfolio in Q3 2026, its #108 holding.
Sound Income Strategies first reported a position in WesBanco in Q2 2021 and has held it in 22 quarters since.
26 funds tracked by Wall St. Rank held WesBanco as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.