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Allworth Financial’s WSFS Financial WSFS Stock Holding History

Allworth Financial’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 		$46.7K Buy
609
+142
+30% +$10.2K ﹤0.01% 2550
2026
Q1 		$30.6K Buy
467
+216
+86% +$13.6K ﹤0.01% 2693
2025
Q4 		$13.9K Buy
251
+150
+149% +$8.21K ﹤0.01% 3037
2025
Q3 		$5.45K Buy
+101
New +$5.7K ﹤0.01% 3504

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

Allworth Financial's WSFS Position: Q2 2026 in Review

Allworth Financial increased its WSFS Financial (WSFS) stake by 30% in Q2 2026, buying an estimated $10.2K and bringing the position to 609 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Allworth Financial first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Allworth Financial held 609 shares of WSFS Financial worth $46.7K as of Q2 2026.
  • Allworth Financial bought 142 WSFS Financial shares in Q2 2026, an estimated $10.2K.
  • WSFS Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2550 holding.
  • Allworth Financial first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.