Ameriprise’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.63M | Sell |
101,307
-6,799
| -6% | -$429K | ﹤0.01% | 2245 |
|
|
2025
Q4 | $5.97M | Sell |
108,106
-6,012
| -5% | -$329K | ﹤0.01% | 2309 |
|
|
2025
Q3 | $6.15M | Sell |
114,118
-8,819
| -7% | -$498K | ﹤0.01% | 2278 |
|
|
2025
Q2 | $6.76M | Sell |
122,937
-8,196
| -6% | -$426K | ﹤0.01% | 2113 |
|
|
2025
Q1 | $6.8M | Sell |
131,133
-8,089
| -6% | -$436K | ﹤0.01% | 2068 |
|
|
2024
Q4 | $7.4M | Sell |
139,222
-15,004
| -10% | -$816K | ﹤0.01% | 2045 |
|
|
2024
Q3 | $7.86M | Sell |
154,226
-16,840
| -10% | -$873K | ﹤0.01% | 2012 |
|
|
2024
Q2 | $8.04M | Sell |
171,066
-10,708
| -6% | -$474K | ﹤0.01% | 1938 |
|
|
2024
Q1 | $8.21M | Sell |
181,774
-9,858
| -5% | -$429K | ﹤0.01% | 1969 |
|
|
2023
Q4 | $8.8M | Sell |
191,632
-528,815
| -73% | -$20.7M | ﹤0.01% | 1895 |
|
|
2023
Q3 | $26.3M | Buy |
720,447
+20,164
| +3% | +$804K | 0.01% | 1054 |
|
|
2023
Q2 | $26.4M | Sell |
700,283
-14,378
| -2% | -$511K | 0.01% | 1090 |
|
|
2023
Q1 | $26.9M | Buy |
714,661
+16,781
| +2% | +$770K | 0.01% | 1076 |
|
|
2022
Q4 | $31.6M | Sell |
697,880
-27,654
| -4% | -$1.3M | 0.01% | 952 |
|
|
2022
Q3 | $33.7M | Buy |
725,534
+28,568
| +4% | +$1.34M | 0.01% | 864 |
|
|
2022
Q2 | $27.9M | Sell |
696,966
-74,680
| -10% | -$3.07M | 0.01% | 1000 |
|
|
2022
Q1 | $36M | Sell |
771,646
-102,305
| -12% | -$5.3M | 0.01% | 961 |
|
|
2021
Q4 | $43.8M | Buy |
873,951
+193,156
| +28% | +$10.1M | 0.01% | 902 |
|
|
2021
Q3 | $34.9M | Sell |
680,795
-6,375
| -0.9% | -$287K | 0.01% | 926 |
|
|
2021
Q2 | $32M | Sell |
687,170
-48,216
| -7% | -$2.46M | 0.01% | 1022 |
|
|
2021
Q1 | $36.6M | Sell |
735,386
-80,741
| -10% | -$3.89M | 0.01% | 920 |
|
|
2020
Q4 | $36.6M | Sell |
816,127
-13,611
| -2% | -$499K | 0.01% | 886 |
|
|
2020
Q3 | $22.4M | Buy |
829,738
+38,778
| +5% | +$1.09M | 0.01% | 1013 |
|
|
2020
Q2 | $22.7M | Sell |
790,960
-42,909
| -5% | -$1.14M | 0.01% | 986 |
|
|
2020
Q1 | $20.8M | Buy |
833,869
+41,469
| +5% | +$1.5M | 0.01% | 914 |
|
|
2019
Q4 | $34.9M | Buy |
792,400
+27,472
| +4% | +$1.2M | 0.01% | 867 |
|
|
2019
Q3 | $33.7M | Buy |
764,928
+21,761
| +3% | +$915K | 0.02% | 831 |
|
|
2019
Q2 | $30.7M | Sell |
743,167
-61,546
| -8% | -$2.55M | 0.01% | 899 |
|
|
2019
Q1 | $31.1M | Buy |
804,713
+1,844
| +0.2% | +$76.7K | 0.01% | 892 |
|
|
2018
Q4 | $30.4M | Sell |
802,869
-35,118
| -4% | -$1.48M | 0.02% | 841 |
|
|
2018
Q3 | $39.5M | Buy |
837,987
+36,506
| +5% | +$1.88M | 0.01% | 866 |
|
|
2018
Q2 | $42.7M | Buy |
801,481
+9,206
| +1% | +$477K | 0.02% | 736 |
|
|
2018
Q1 | $38M | Buy |
792,275
+30,582
| +4% | +$1.51M | 0.02% | 783 |
|
|
2017
Q4 | $36.5M | Buy |
761,693
+57,685
| +8% | +$2.84M | 0.02% | 708 |
|
|
2017
Q3 | $34.3M | Sell |
704,008
-80,689
| -10% | -$3.64M | 0.02% | 709 |
|
|
2017
Q2 | $35.6M | Buy |
784,697
+175,695
| +29% | +$8.03M | 0.02% | 683 |
|
|
2017
Q1 | $28M | Sell |
609,002
-42,426
| -7% | -$1.93M | 0.01% | 803 |
|
|
2016
Q4 | $30.2M | Buy |
651,428
+13,372
| +2% | +$538K | 0.02% | 740 |
|
|
2016
Q3 | $23.3M | Buy |
638,056
+419,208
| +192% | +$15.1M | 0.01% | 847 |
|
|
2016
Q2 | $7.04M | Sell |
218,848
-4,400
| -2% | -$150K | ﹤0.01% | 1679 |
|
|
2016
Q1 | $7.26M | Sell |
223,248
-18,866
| -8% | -$570K | ﹤0.01% | 1685 |
|
|
2015
Q4 | $7.83M | Sell |
242,114
-30,430
| -11% | -$972K | ﹤0.01% | 1649 |
|
|
2015
Q3 | $7.85M | Buy |
272,544
+4,400
| +2% | +$124K | ﹤0.01% | 1654 |
|
|
2015
Q2 | $7.33M | Sell |
268,144
-12,794
| -5% | -$325K | ﹤0.01% | 1854 |
|
|
2015
Q1 | $7.08M | Buy |
280,938
+5,400
| +2% | +$138K | ﹤0.01% | 1853 |
|
|
2014
Q4 | $7.06M | Buy |
275,538
+6,000
| +2% | +$151K | ﹤0.01% | 1806 |
|
|
2014
Q3 | $6.43M | Buy |
269,538
+2,700
| +1% | +$65.3K | ﹤0.01% | 1848 |
|
|
2014
Q2 | $6.55M | Buy |
266,838
+1,800
| +0.7% | +$41.8K | ﹤0.01% | 1874 |
|
|
2014
Q1 | $6.31M | Hold |
265,038
| – | – | ﹤0.01% | 1864 |
|
|
2013
Q4 | $6.85M | Sell |
265,038
-86,262
| -25% | -$2.01M | ﹤0.01% | 1778 |
|
|
2013
Q3 | $7.05M | Sell |
351,300
-25,206
| -7% | -$505K | ﹤0.01% | 1704 |
|
|
2013
Q2 | $6.58M | Buy |
+376,506
| New | +$6.25M | ﹤0.01% | 1717 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Ameriprise's WSFS Position: Q1 2026 in Review
Ameriprise reduced its WSFS Financial (WSFS) stake by 6.3% in Q1 2026, selling an estimated $429K and leaving 101,307 shares worth $6.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2245.
Ameriprise first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.8M in Q4 2021. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Ameriprise held 101,307 shares of WSFS Financial worth $6.63M as of Q1 2026.
- Ameriprise sold 6,799 WSFS Financial shares in Q1 2026, an estimated $429K.
- WSFS Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2245 holding.
- Ameriprise first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
- Ameriprise's WSFS Financial position peaked at $43.8M in Q4 2021.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.