Bank of America’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 | $48.3M | Buy |
737,587
+75,283
| +11% | +$4.75M | ﹤0.01% | 1617 |
|
|
2025
Q4 | $36.6M | Sell |
662,304
-45,879
| -6% | -$2.51M | ﹤0.01% | 1777 |
|
|
2025
Q3 | $38.2M | Sell |
708,183
-37,894
| -5% | -$2.14M | ﹤0.01% | 1980 |
|
|
2025
Q2 | $41M | Sell |
746,077
-250,099
| -25% | -$13M | ﹤0.01% | 1873 |
|
|
2025
Q1 | $51.7M | Buy |
996,176
+29,323
| +3% | +$1.58M | ﹤0.01% | 1552 |
|
|
2024
Q4 | $51.4M | Sell |
966,853
-37,341
| -4% | -$2.03M | ﹤0.01% | 1470 |
|
|
2024
Q3 | $51.2M | Buy |
1,004,194
+5,586
| +0.6% | +$289K | ﹤0.01% | 1544 |
|
|
2024
Q2 | $46.9M | Buy |
998,608
+78,740
| +9% | +$3.49M | ﹤0.01% | 1503 |
|
|
2024
Q1 | $41.5M | Buy |
919,868
+68,371
| +8% | +$2.98M | ﹤0.01% | 1617 |
|
|
2023
Q4 | $39.1M | Buy |
851,497
+47,219
| +6% | +$1.85M | ﹤0.01% | 1545 |
|
|
2023
Q3 | $29.4M | Sell |
804,278
-1,558
| -0.2% | -$62.1K | ﹤0.01% | 1681 |
|
|
2023
Q2 | $30.4M | Sell |
805,836
-44,289
| -5% | -$1.57M | ﹤0.01% | 1667 |
|
|
2023
Q1 | $32M | Buy |
850,125
+93,529
| +12% | +$4.29M | ﹤0.01% | 1718 |
|
|
2022
Q4 | $34.3M | Sell |
756,596
-88,932
| -11% | -$4.18M | ﹤0.01% | 1579 |
|
|
2022
Q3 | $39.3M | Sell |
845,528
-23,198
| -3% | -$1.08M | ﹤0.01% | 1434 |
|
|
2022
Q2 | $34.8M | Sell |
868,726
-25,064
| -3% | -$1.03M | ﹤0.01% | 1520 |
|
|
2022
Q1 | $41.7M | Buy |
893,790
+695,405
| +351% | +$36M | ﹤0.01% | 1516 |
|
|
2021
Q4 | $9.94M | Buy |
198,385
+21,270
| +12% | +$1.11M | ﹤0.01% | 2941 |
|
|
2021
Q3 | $9.09M | Buy |
177,115
+6,201
| +4% | +$279K | ﹤0.01% | 2959 |
|
|
2021
Q2 | $7.96M | Sell |
170,914
-121,846
| -42% | -$6.21M | ﹤0.01% | 3060 |
|
|
2021
Q1 | $14.6M | Buy |
292,760
+76,031
| +35% | +$3.66M | ﹤0.01% | 2334 |
|
|
2020
Q4 | $9.73M | Sell |
216,729
-7,319
| -3% | -$268K | ﹤0.01% | 2503 |
|
|
2020
Q3 | $6.04M | Sell |
224,048
-5,501
| -2% | -$155K | ﹤0.01% | 2730 |
|
|
2020
Q2 | $6.59M | Buy |
229,549
+65,291
| +40% | +$1.73M | ﹤0.01% | 2604 |
|
|
2020
Q1 | $4.09M | Sell |
164,258
-65,821
| -29% | -$2.38M | ﹤0.01% | 2851 |
|
|
2019
Q4 | $10.1M | Buy |
230,079
+37,412
| +19% | +$1.64M | ﹤0.01% | 2545 |
|
|
2019
Q3 | $8.5M | Sell |
192,667
-62,845
| -25% | -$2.64M | ﹤0.01% | 2686 |
|
|
2019
Q2 | $10.6M | Buy |
255,512
+21,002
| +9% | +$871K | ﹤0.01% | 2501 |
|
|
2019
Q1 | $9.05M | Buy |
234,510
+76,035
| +48% | +$3.16M | ﹤0.01% | 2577 |
|
|
2018
Q4 | $6.01M | Buy |
158,475
+11,326
| +8% | +$477K | ﹤0.01% | 2807 |
|
|
2018
Q3 | $6.94M | Buy |
147,149
+19,000
| +15% | +$978K | ﹤0.01% | 2882 |
|
|
2018
Q2 | $6.83M | Sell |
128,149
-1,424
| -1% | -$73.8K | ﹤0.01% | 2838 |
|
|
2018
Q1 | $6.21M | Buy |
129,573
+12,767
| +11% | +$631K | ﹤0.01% | 2875 |
|
|
2017
Q4 | $5.59M | Buy |
116,806
+9,487
| +9% | +$468K | ﹤0.01% | 3020 |
|
|
2017
Q3 | $5.23M | Buy |
107,319
+37,987
| +55% | +$1.71M | ﹤0.01% | 3147 |
|
|
2017
Q2 | $3.14M | Buy |
69,332
+11,535
| +20% | +$527K | ﹤0.01% | 3480 |
|
|
2017
Q1 | $2.66M | Buy |
57,797
+32,998
| +133% | +$1.5M | ﹤0.01% | 3621 |
|
|
2016
Q4 | $1.15M | Buy |
24,799
+12,693
| +105% | +$510K | ﹤0.01% | 4232 |
|
|
2016
Q3 | $441K | Buy |
12,106
+3,383
| +39% | +$122K | ﹤0.01% | 4710 |
|
|
2016
Q2 | $280K | Buy |
8,723
+2,246
| +35% | +$76.4K | ﹤0.01% | 5034 |
|
|
2016
Q1 | $211K | Buy |
6,477
+3,565
| +122% | +$108K | ﹤0.01% | 5120 |
|
|
2015
Q4 | $95K | Buy |
2,912
+2,000
| +219% | +$63.9K | ﹤0.01% | 5749 |
|
|
2015
Q3 | $26K | Sell |
912
-633
| -41% | -$17.8K | ﹤0.01% | 6229 |
|
|
2015
Q2 | $42K | Buy |
1,545
+771
| +100% | +$19.6K | ﹤0.01% | 6029 |
|
|
2015
Q1 | $20K | Sell |
774
-5,226
| -87% | -$133K | ﹤0.01% | 6052 |
|
|
2014
Q4 | $154K | Sell |
6,000
-81,819
| -93% | -$2.07M | ﹤0.01% | 5578 |
|
|
2014
Q3 | $2.1M | Buy |
87,819
+3,966
| +5% | +$95.9K | ﹤0.01% | 3349 |
|
|
2014
Q2 | $2.06M | Buy |
83,853
+1,014
| +1% | +$23.5K | ﹤0.01% | 3352 |
|
|
2014
Q1 | $1.97M | Sell |
82,839
-735
| -0.9% | -$17.7K | ﹤0.01% | 3230 |
|
|
2013
Q4 | $2.16M | Buy |
83,574
+74,691
| +841% | +$1.74M | ﹤0.01% | 3241 |
|
|
2013
Q3 | $178K | Sell |
8,883
-25,056
| -74% | -$502K | ﹤0.01% | 5547 |
|
|
2013
Q2 | $593K | Buy |
+33,939
| New | +$563K | ﹤0.01% | 4588 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Bank of America's WSFS Position: Q1 2026 in Review
Bank of America increased its WSFS Financial (WSFS) stake by 11% in Q1 2026, buying an estimated $4.75M and bringing the position to 737,587 shares worth $48.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.
Bank of America first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.7M in Q1 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Bank of America held 737,587 shares of WSFS Financial worth $48.3M as of Q1 2026.
- Bank of America bought 75,283 WSFS Financial shares in Q1 2026, an estimated $4.75M.
- WSFS Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1617 holding.
- Bank of America first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
- Bank of America's WSFS Financial position peaked at $51.7M in Q1 2025.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.