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Ascent Group’s WSFS Financial WSFS Stock Holding History

Ascent 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
Q1 		$284K Buy
4,343
+17
+0.4% +$1.07K 0.01% 639
2025
Q4 		$239K Buy
4,326
+24
+0.6% +$1.31K 0.01% 673
2025
Q3 		$232K Buy
+4,302
New +$243K 0.01% 671
2024
Q4 		– Sell
-4,270
Closed -$218K – 555
2024
Q3 		$218K Hold
4,270
– – 0.02% 499
2024
Q2 		$201K Buy
+4,270
New +$189K 0.02% 494
2022
Q3 		– Sell
-4,270
Closed -$204K – 504
2022
Q2 		$204K Buy
+4,270
New +$176K 0.02% 456

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ascent Group's WSFS Position: Q1 2026 in Review

Ascent Group increased its WSFS Financial (WSFS) stake by 0.39% in Q1 2026, buying an estimated $1.07K and bringing the position to 4,343 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #639.

Ascent Group first reported a position in WSFS in Q2 2022 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Ascent Group held 4,343 shares of WSFS Financial worth $284K as of Q1 2026.
  • Ascent Group bought 17 WSFS Financial shares in Q1 2026, an estimated $1.07K.
  • WSFS Financial made up 0.01% of Ascent Group's portfolio in Q1 2026, its #639 holding.
  • Ascent Group first reported a position in WSFS Financial in Q2 2022 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.