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Amalgamated Bank’s WSFS Financial WSFS Stock Holding History

Amalgamated Bank’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 		$1.07M Sell
14,010
-1,419
-9% -$102K 0.01% 1078
2026
Q1 		$1.01M Sell
15,429
-503
-3% -$31.7K 0.01% 1063
2025
Q4 		$880K Sell
15,932
-181
-1% -$9.9K 0.01% 1118
2025
Q3 		$869K Sell
16,113
-121
-0.7% -$6.83K 0.01% 1109
2025
Q2 		$893K Sell
16,234
-466
-3% -$24.2K 0.01% 1087
2025
Q1 		$866K Sell
16,700
-539
-3% -$29K 0.01% 1077
2024
Q4 		$916K Sell
17,239
-178
-1% -$9.69K 0.01% 1081
2024
Q3 		$888K Sell
17,417
-931
-5% -$48.2K 0.01% 1091
2024
Q2 		$862K Sell
18,348
-510
-3% -$22.6K 0.01% 1083
2024
Q1 		$851K Sell
18,858
-4,043
-18% -$176K 0.01% 1110
2023
Q4 		$1.05M Sell
22,901
-856
-4% -$33.6K 0.01% 1144
2023
Q3 		$867K Sell
23,757
-911
-4% -$36.3K 0.01% 1173
2023
Q2 		$930K Sell
24,668
-1,212
-5% -$43.1K 0.01% 1155
2023
Q1 		$973K Sell
25,880
-2,224
-8% -$102K 0.01% 1125
2022
Q4 		$1.27M Sell
28,104
-1,000
-3% -$47K 0.01% 1054
2022
Q3 		$1.35M Buy
29,104
+36
+0.1% +$1.68K 0.01% 989
2022
Q2 		$1.17M Sell
29,068
-370
-1% -$15.2K 0.01% 1098
2022
Q1 		$1.37M Sell
29,438
-272
-0.9% -$14.1K 0.01% 1081
2021
Q4 		$1.49M Buy
29,710
+7,056
+31% +$370K 0.01% 1069
2021
Q3 		$1.16M Sell
22,654
-455
-2% -$20.5K 0.01% 1177
2021
Q2 		$1.08M Buy
23,109
+18,882
+447% +$962K 0.01% 1251
2021
Q1 		$210K Buy
+4,227
New +$204K 0.01% 1464
2020
Q1 		– Sell
-8,258
Closed -$363K – 1788
2019
Q4 		$363K Buy
8,258
+597
+8% +$26.1K 0.01% 1297
2019
Q3 		$338K Sell
7,661
-143
-2% -$6.02K 0.01% 1246
2019
Q2 		$322K Buy
7,804
+518
+7% +$21.5K 0.01% 1319
2019
Q1 		$281K Buy
+7,286
New +$303K 0.01% 1307
2018
Q3 		– Sell
-4,227
Closed -$225K – 1629
2018
Q2 		$225K Buy
+4,227
New +$219K 0.01% 1498

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Amalgamated Bank's WSFS Position: Q2 2026 in Review

Amalgamated Bank reduced its WSFS Financial (WSFS) stake by 9.2% in Q2 2026, selling an estimated $102K and leaving 14,010 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1078.

Amalgamated Bank first reported a position in WSFS in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.49M in Q4 2021. 166 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Amalgamated Bank held 14,010 shares of WSFS Financial worth $1.07M as of Q2 2026.
  • Amalgamated Bank sold 1,419 WSFS Financial shares in Q2 2026, an estimated $102K.
  • WSFS Financial made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1078 holding.
  • Amalgamated Bank first reported a position in WSFS Financial in Q2 2018 and has held it in 27 quarters since.
  • Amalgamated Bank's WSFS Financial position peaked at $1.49M in Q4 2021.
  • 166 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.