Affinity Wealth Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
Other funds holding WSFS
VPM
VCM
NAMI
Affinity Wealth Management's WSFS Position: Q1 2026 in Review
Affinity Wealth Management reduced its WSFS Financial (WSFS) stake by 0.22% in Q1 2026, selling an estimated $630 and leaving 4,450 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #80.
Affinity Wealth Management first reported a position in WSFS in Q3 2021 and has held it in 14 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Affinity Wealth Management held 4,450 shares of WSFS Financial worth $291K as of Q1 2026.
- Affinity Wealth Management sold 10 WSFS Financial shares in Q1 2026, an estimated $630.
- WSFS Financial made up 0.04% of Affinity Wealth Management's portfolio in Q1 2026, its #80 holding.
- Affinity Wealth Management first reported a position in WSFS Financial in Q3 2021 and has held it in 14 quarters since.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Affinity Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.