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Allegheny Financial Group’s WSFS Financial WSFS Stock Holding History

Allegheny Financial Group’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
4,976
+13
+0.3% +$932 0.04% 202
2026
Q1 		$325K Sell
4,963
-166
-3% -$10.5K 0.04% 196
2025
Q4 		$283K Buy
5,129
+16
+0.3% +$876 0.04% 207
2025
Q3 		$276K Buy
5,113
+15
+0.3% +$847 0.05% 207
2025
Q2 		$280K Buy
5,098
+16
+0.3% +$831 0.06% 191
2025
Q1 		$264K Buy
5,082
+14
+0.3% +$754 0.07% 186
2024
Q4 		$269K Buy
5,068
+12
+0.2% +$653 0.07% 191
2024
Q3 		$258K Buy
5,056
+15
+0.3% +$777 0.06% 211
2024
Q2 		$237K Sell
5,041
-519
-9% -$23K 0.07% 196
2024
Q1 		$251K Buy
5,560
+19
+0.3% +$827 0.08% 176
2023
Q4 		$254K Buy
5,541
+21
+0.4% +$824 0.08% 179
2023
Q3 		$201K Buy
5,520
+20
+0.4% +$798 0.08% 183
2023
Q2 		$207K Buy
5,500
+25
+0.5% +$889 0.1% 143
2023
Q1 		$206K Buy
5,475
+16
+0.3% +$735 0.08% 156
2022
Q4 		$247K Buy
5,459
+18
+0.3% +$846 0.1% 141
2022
Q3 		$252K Buy
5,441
+15
+0.3% +$701 0.12% 126
2022
Q2 		$218K Buy
5,426
+18
+0.3% +$741 0.1% 143
2022
Q1 		$252K Buy
+5,408
New +$280K 0.11% 132

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Allegheny Financial Group's WSFS Position: Q2 2026 in Review

Allegheny Financial Group increased its WSFS Financial (WSFS) stake by 0.26% in Q2 2026, buying an estimated $932 and bringing the position to 4,976 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #202.

Allegheny Financial Group first reported a position in WSFS in Q1 2022 and has held it in 18 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Allegheny Financial Group held 4,976 shares of WSFS Financial worth $382K as of Q2 2026.
  • Allegheny Financial Group bought 13 WSFS Financial shares in Q2 2026, an estimated $932.
  • WSFS Financial made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #202 holding.
  • Allegheny Financial Group first reported a position in WSFS Financial in Q1 2022 and has held it in 18 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.