AFC
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Ares Financial Consulting’s WSFS Financial WSFS Stock Holding History

Ares Financial Consulting’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 		$13.5K Hold
176
– – 0.01% 499
2026
Q1 		$11.6K Buy
+176
New +$11.1K 0.01% 515

Other funds holding WSFS

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ares Financial Consulting's WSFS Position: Q2 2026 in Review

Ares Financial Consulting held its WSFS Financial (WSFS) position steady in Q2 2026 at 176 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #499.

Ares Financial Consulting first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Ares Financial Consulting held 176 shares of WSFS Financial worth $13.5K as of Q2 2026.
  • Ares Financial Consulting left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #499 holding.
  • Ares Financial Consulting first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.