BFSG, LLC WSBC — WESBANCO INC

Ownership history in BFSG, LLC  ·  6 quarters on record

AI Ownership Summary

BFSG, LLC reported WESBANCO INC (WSBC) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2025 Q1. The latest visible filing shows WSBC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WSBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BFSG, LLC's position in WESBANCO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WSBC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WSBC stock page BFSG, LLC fund profile BFSG, LLC full holdings
How BFSG, LLC held WSBC — position size vs. price
% of Fund (quarterly)    WSBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 9,406 -286 -3.0% 0.03% $367K 2026-07-20 $40.53
2026 Q1 UNCHANGED — — — 9,692 — 0% 0.03% $334K 2026-04-29 $33.57
2025 Q4 REDUCED 78.4% +4.9% ❌ 9,692 -35,107 -78.4% 0.03% $322K 2026-01-22 $35.38
2025 Q3 ADDED — — — 44,799 +4,412 +10.9% 0.14% $1.4M 2025-10-29 $28.95
2025 Q2 ADDED — — — 40,387 +1,084 +2.8% 0.14% $1.3M 2025-07-15 $30.77
2025 Q1 INITIATED — — — 39,303 — — 0.15% $1.2M 2025-04-18 $26.73

🏢 Other funds also holding WSBC

As of 2026 Q2 — sorted by position size

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.4% SJS Investment Consulting Inc. 3Y 0.3% Appalachian Capital Management Ltd 0.23% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.18% Sound Income Strategies, LLC 3Y 7Y 0.18% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.12% DiNuzzo Private Wealth, Inc. 0.09% Kentucky Trust Co 0.07% Bill Few Associates, Inc. 3Y 0.07% Commonwealth Financial Services, LLC 3Y 7Y 0.05%

FAQ About BFSG, LLC and WSBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BFSG, LLC reported owning WSBC?

BFSG, LLC reported WSBC across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported WSBC position in BFSG, LLC's portfolio?

The largest reported portfolio weight for WSBC was 0.15% in 2025 Q1.

What is the latest reported WSBC position on this page?

The most recent filing on this page is 2026 Q2, when BFSG, LLC reported 9,406 shares, equal to 0.03% of portfolio, with an estimated market value of $367K.

What does the chart on this WSBC ownership page compare?

The chart compares BFSG, LLC's quarterly WSBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BFSG, LLC time their WSBC position?

Based on 13F filing dates vs. subsequent WSBC price moves, BFSG, LLC correctly timed 3 out of 4 reported position changes (75%).

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