Baird Financial Group
WSFS icon

Baird Financial Group’s WSFS Financial WSFS Stock Holding History

Baird Financial 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
Q2 		$205K Sell
2,672
-438
-14% -$31.4K ﹤0.01% 1872
2026
Q1 		$204K Buy
+3,110
New +$196K ﹤0.01% 1770

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Vanguard Capital Management
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Geode Capital Management
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NAMI
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Pzena Investment Management
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Baird Financial Group's WSFS Position: Q2 2026 in Review

Baird Financial Group reduced its WSFS Financial (WSFS) stake by 14% in Q2 2026, selling an estimated $31.4K and leaving 2,672 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Baird Financial Group first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Baird Financial Group held 2,672 shares of WSFS Financial worth $205K as of Q2 2026.
  • Baird Financial Group sold 438 WSFS Financial shares in Q2 2026, an estimated $31.4K.
  • WSFS Financial made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1872 holding.
  • Baird Financial Group first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.