Bank of Montreal’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 | $257K | Buy |
3,919
+274
| +8% | +$17.3K | ﹤0.01% | 2782 |
|
|
2025
Q4 | $201K | Sell |
3,645
-145
| -4% | -$7.93K | ﹤0.01% | 2845 |
|
|
2025
Q3 | $204K | Sell |
3,790
-5,316
| -58% | -$300K | ﹤0.01% | 2766 |
|
|
2025
Q2 | $501K | Buy |
9,106
+100
| +1% | +$5.19K | ﹤0.01% | 2281 |
|
|
2025
Q1 | $467K | Buy |
9,006
+2,047
| +29% | +$110K | ﹤0.01% | 2242 |
|
|
2024
Q4 | $370K | Buy |
6,959
+720
| +12% | +$39.2K | ﹤0.01% | 2423 |
|
|
2024
Q3 | $313K | Buy |
6,239
+250
| +4% | +$13K | ﹤0.01% | 2745 |
|
|
2024
Q2 | $282K | Buy |
5,989
+40
| +0.7% | +$1.77K | ﹤0.01% | 2779 |
|
|
2024
Q1 | $270K | Buy |
5,949
+351
| +6% | +$15.3K | ﹤0.01% | 2850 |
|
|
2023
Q4 | $264K | Buy |
+5,598
| New | +$220K | ﹤0.01% | 2951 |
|
|
2023
Q3 | – | Sell |
-5,415
| Closed | -$213K | – | 4273 |
|
|
2023
Q2 | $213K | Sell |
5,415
-2,347
| -30% | -$83.4K | ﹤0.01% | 3198 |
|
|
2023
Q1 | $297K | Buy |
7,762
+1,962
| +34% | +$90.1K | ﹤0.01% | 2789 |
|
|
2022
Q4 | $284K | Sell |
5,800
-533
| -8% | -$25.1K | ﹤0.01% | 2941 |
|
|
2022
Q3 | $301 | Hold |
6,333
| – | – | ﹤0.01% | 2932 |
|
|
2022
Q2 | $262 | Sell |
6,333
-13,743
| -68% | -$566K | ﹤0.01% | 3094 |
|
|
2022
Q1 | $1M | Buy |
20,076
+2,699
| +16% | +$140K | ﹤0.01% | 2332 |
|
|
2021
Q4 | $885K | Sell |
17,377
-264,951
| -94% | -$13.9M | ﹤0.01% | 2018 |
|
|
2021
Q3 | $14.7M | Sell |
282,328
-11,767
| -4% | -$529K | 0.01% | 1089 |
|
|
2021
Q2 | $14M | Buy |
294,095
+65,427
| +29% | +$3.33M | 0.01% | 1097 |
|
|
2021
Q1 | $11.5M | Sell |
228,668
-25,602
| -10% | -$1.23M | 0.01% | 943 |
|
|
2020
Q4 | $11.8M | Buy |
254,270
+7,018
| +3% | +$257K | 0.01% | 931 |
|
|
2020
Q3 | $7.31M | Buy |
247,252
+135,346
| +121% | +$3.82M | 0.01% | 996 |
|
|
2020
Q2 | $2.79M | Buy |
111,906
+111,545
| +30,899% | +$2.95M | ﹤0.01% | 1468 |
|
|
2020
Q1 | $9K | Sell |
361
-6,484
| -95% | -$234K | ﹤0.01% | 3530 |
|
|
2019
Q4 | $301K | Buy |
6,845
+1,872
| +38% | +$81.8K | ﹤0.01% | 2940 |
|
|
2019
Q3 | $219K | Buy |
4,973
+226
| +5% | +$9.51K | ﹤0.01% | 2852 |
|
|
2019
Q2 | $196K | Sell |
4,747
-71,590
| -94% | -$2.97M | ﹤0.01% | 2932 |
|
|
2019
Q1 | $2.95M | Buy |
76,337
+75,606
| +10,343% | +$3.14M | ﹤0.01% | 1462 |
|
|
2018
Q4 | $28K | Buy |
731
+218
| +42% | +$9.18K | ﹤0.01% | 3519 |
|
|
2018
Q3 | $24K | Sell |
513
-6
| -1% | -$309 | ﹤0.01% | 3654 |
|
|
2018
Q2 | $27K | Buy |
519
+175
| +51% | +$9.07K | ﹤0.01% | 3647 |
|
|
2018
Q1 | $17K | Buy |
344
+40
| +13% | +$1.98K | ﹤0.01% | 3611 |
|
|
2017
Q4 | $15K | Hold |
304
| – | – | ﹤0.01% | 3676 |
|
|
2017
Q3 | $15K | Hold |
304
| – | – | ﹤0.01% | 3602 |
|
|
2017
Q2 | $14K | Buy |
+304
| New | +$13.9K | ﹤0.01% | 3649 |
|
|
2017
Q1 | – | Sell |
-304
| Closed | -$13K | – | 4212 |
|
|
2016
Q4 | $13K | Sell |
304
-108
| -26% | -$4.34K | ﹤0.01% | 3516 |
|
|
2016
Q3 | $15K | Sell |
412
-25
| -6% | -$901 | ﹤0.01% | 3448 |
|
|
2016
Q2 | $14K | Sell |
437
-34
| -7% | -$1.16K | ﹤0.01% | 3496 |
|
|
2016
Q1 | $15K | Hold |
471
| – | – | ﹤0.01% | 3499 |
|
|
2015
Q4 | $15K | Buy |
+471
| New | +$15K | ﹤0.01% | 3505 |
|
|
2015
Q2 | – | Sell |
-7,548
| Closed | -$190K | – | 4130 |
|
|
2015
Q1 | $190K | Sell |
7,548
-1,494
| -17% | -$38.1K | ﹤0.01% | 2385 |
|
|
2014
Q4 | $232K | Buy |
9,042
+129
| +1% | +$3.26K | ﹤0.01% | 2418 |
|
|
2014
Q3 | $212K | Sell |
8,913
-675
| -7% | -$16.3K | ﹤0.01% | 2511 |
|
|
2014
Q2 | $236K | Sell |
9,588
-135
| -1% | -$3.13K | ﹤0.01% | 2444 |
|
|
2014
Q1 | $231K | Sell |
9,723
-19,620
| -67% | -$472K | ﹤0.01% | 2441 |
|
|
2013
Q4 | $758K | Buy |
29,343
+861
| +3% | +$20.1K | ﹤0.01% | 1612 |
|
|
2013
Q3 | $572K | Buy |
28,482
+657
| +2% | +$13.2K | ﹤0.01% | 1744 |
|
|
2013
Q2 | $486K | Buy |
+27,825
| New | +$462K | ﹤0.01% | 1759 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Bank of Montreal's WSFS Position: Q1 2026 in Review
Bank of Montreal increased its WSFS Financial (WSFS) stake by 7.5% in Q1 2026, buying an estimated $17.3K and bringing the position to 3,919 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.
Bank of Montreal first reported a position in WSFS in Q2 2013 and has held it in 48 quarters since. The position peaked at $14.7M in Q3 2021. 330 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Bank of Montreal held 3,919 shares of WSFS Financial worth $257K as of Q1 2026.
- Bank of Montreal bought 274 WSFS Financial shares in Q1 2026, an estimated $17.3K.
- WSFS Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2782 holding.
- Bank of Montreal first reported a position in WSFS Financial in Q2 2013 and has held it in 48 quarters since.
- Bank of Montreal's WSFS Financial position peaked at $14.7M in Q3 2021.
- 330 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.