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Stephens Consulting’s WesBanco WSBC Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-30
Closed -$929 – 2023
2025
Q1 		$929 Buy
+30
New +$1K ﹤0.01% 675
2024
Q3 		– Sell
-45
Closed -$1.26K – 658
2024
Q2 		$1.26K Buy
+45
New +$1.24K ﹤0.01% 570

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stephens Consulting's WSBC Position: Q2 2025 in Review

Stephens Consulting sold out of WesBanco (WSBC) in Q2 2025, closing a stake of 30 shares — an estimated $929 sold.

Stephens Consulting first reported a position in WSBC in Q2 2024 and held it in 2 quarters. The position peaked at $1.26K in Q2 2024. 302 funds tracked by Wall St. Rank hold WSBC as of Q2 2025.

  • Stephens Consulting reported no remaining WesBanco position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 WesBanco shares in Q2 2025, an estimated $929.
  • Stephens Consulting first reported a position in WesBanco in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's WesBanco position peaked at $1.26K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held WesBanco as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.