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William Penn Bancorporation shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of William Penn Bancorporation (WMPN) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in William Penn Bancorporation

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All positions including William Penn Bancorporation held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in William Penn Bancorporation by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $166k 14k 12.35
2023-12-31 $164k 13k 12.21
2023-09-30 $167k 13k 12.48
2023-06-30 $136k 13k 10.15
2022-06-30 $91k 7.8k 11.71

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Top funds holding William Penn Bancorporation

Vanguard Group
DePrince Race & Zollo
Russell Investments
Mangrove Partners
Geode Capital Management
Oppenheimer & Close
Prospector Partners
Kennedy Investment Group
BlackRock
Jane Street
Morgan Stanley
Advisor Group Holdings
Dimensional Fund Advisors
Dryden Capital
Raymond James & Associates

View all funds holding William Penn Bancorporation