Bank of New York Mellon’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
Q2 | $29.7M | Buy |
387,352
+227
| +0.1% | +$16.3K | ﹤0.01% | 1380 |
|
|
2026
Q1 | $25.3M | Sell |
387,125
-18,986
| -5% | -$1.2M | ﹤0.01% | 1408 |
|
|
2025
Q4 | $22.4M | Sell |
406,111
-20,123
| -5% | -$1.1M | ﹤0.01% | 1485 |
|
|
2025
Q3 | $23M | Sell |
426,234
-12,913
| -3% | -$729K | ﹤0.01% | 1481 |
|
|
2025
Q2 | $24.2M | Sell |
439,147
-12,071
| -3% | -$627K | ﹤0.01% | 1415 |
|
|
2025
Q1 | $23.4M | Sell |
451,218
-18,231
| -4% | -$982K | ﹤0.01% | 1412 |
|
|
2024
Q4 | $24.9M | Sell |
469,449
-22,542
| -5% | -$1.23M | ﹤0.01% | 1441 |
|
|
2024
Q3 | $25.1M | Sell |
491,991
-62,547
| -11% | -$3.24M | ﹤0.01% | 1446 |
|
|
2024
Q2 | $26.1M | Sell |
554,538
-12,051
| -2% | -$533K | ﹤0.01% | 1424 |
|
|
2024
Q1 | $25.6M | Sell |
566,589
-20,755
| -4% | -$903K | ﹤0.01% | 1433 |
|
|
2023
Q4 | $27M | Buy |
587,344
+20,126
| +4% | +$790K | 0.01% | 1445 |
|
|
2023
Q3 | $20.7M | Sell |
567,218
-26,847
| -5% | -$1.07M | ﹤0.01% | 1520 |
|
|
2023
Q2 | $22.4M | Sell |
594,065
-44,792
| -7% | -$1.59M | ﹤0.01% | 1481 |
|
|
2023
Q1 | $24M | Sell |
638,857
-25,685
| -4% | -$1.18M | 0.01% | 1449 |
|
|
2022
Q4 | $30.1M | Sell |
664,542
-83,117
| -11% | -$3.91M | 0.01% | 1309 |
|
|
2022
Q3 | $34.7M | Buy |
747,659
+13,437
| +2% | +$628K | 0.01% | 1174 |
|
|
2022
Q2 | $29.4M | Sell |
734,222
-38,743
| -5% | -$1.59M | 0.01% | 1305 |
|
|
2022
Q1 | $36M | Buy |
772,965
+133,079
| +21% | +$6.9M | 0.01% | 1306 |
|
|
2021
Q4 | $32.1M | Buy |
639,886
+93,758
| +17% | +$4.91M | 0.01% | 1435 |
|
|
2021
Q3 | $28M | Buy |
546,128
+763
| +0.1% | +$34.3K | 0.01% | 1524 |
|
|
2021
Q2 | $25.4M | Sell |
545,365
-21,304
| -4% | -$1.09M | ﹤0.01% | 1591 |
|
|
2021
Q1 | $28.2M | Buy |
566,669
+231,833
| +69% | +$11.2M | 0.01% | 1499 |
|
|
2020
Q4 | $15M | Buy |
334,836
+2,373
| +0.7% | +$87K | ﹤0.01% | 1788 |
|
|
2020
Q3 | $8.97M | Sell |
332,463
-15,550
| -4% | -$439K | ﹤0.01% | 1910 |
|
|
2020
Q2 | $9.99M | Buy |
348,013
+35,049
| +11% | +$928K | ﹤0.01% | 1841 |
|
|
2020
Q1 | $7.8M | Sell |
312,964
-8,479
| -3% | -$306K | ﹤0.01% | 1841 |
|
|
2019
Q4 | $14.1M | Buy |
321,443
+21,902
| +7% | +$957K | ﹤0.01% | 1776 |
|
|
2019
Q3 | $13.2M | Sell |
299,541
-2,382
| -0.8% | -$100K | ﹤0.01% | 1779 |
|
|
2019
Q2 | $12.5M | Buy |
301,923
+13,401
| +5% | +$556K | ﹤0.01% | 1831 |
|
|
2019
Q1 | $11.1M | Buy |
288,522
+108,342
| +60% | +$4.51M | ﹤0.01% | 1913 |
|
|
2018
Q4 | $6.83M | Buy |
180,180
+3,802
| +2% | +$160K | ﹤0.01% | 2116 |
|
|
2018
Q3 | $8.32M | Buy |
176,378
+1,339
| +0.8% | +$68.9K | ﹤0.01% | 2133 |
|
|
2018
Q2 | $9.33M | Sell |
175,039
-2,404
| -1% | -$125K | ﹤0.01% | 2056 |
|
|
2018
Q1 | $8.5M | Buy |
177,443
+6,400
| +4% | +$316K | ﹤0.01% | 2065 |
|
|
2017
Q4 | $8.18M | Buy |
171,043
+9,881
| +6% | +$487K | ﹤0.01% | 2086 |
|
|
2017
Q3 | $7.86M | Sell |
161,162
-2,572
| -2% | -$116K | ﹤0.01% | 2108 |
|
|
2017
Q2 | $7.43M | Sell |
163,734
-23,065
| -12% | -$1.05M | ﹤0.01% | 2122 |
|
|
2017
Q1 | $8.58M | Sell |
186,799
-133,920
| -42% | -$6.08M | ﹤0.01% | 2054 |
|
|
2016
Q4 | $14.9M | Buy |
320,719
+4,690
| +1% | +$189K | ﹤0.01% | 1723 |
|
|
2016
Q3 | $11.5M | Sell |
316,029
-4,110
| -1% | -$148K | ﹤0.01% | 1802 |
|
|
2016
Q2 | $10.3M | Sell |
320,139
-8,299
| -3% | -$282K | ﹤0.01% | 1832 |
|
|
2016
Q1 | $10.7M | Buy |
328,438
+140,113
| +74% | +$4.23M | ﹤0.01% | 1803 |
|
|
2015
Q4 | $6.09M | Sell |
188,325
-10,965
| -6% | -$350K | ﹤0.01% | 2107 |
|
|
2015
Q3 | $5.74M | Sell |
199,290
-41,801
| -17% | -$1.18M | ﹤0.01% | 2164 |
|
|
2015
Q2 | $6.59M | Buy |
241,091
+8,171
| +4% | +$208K | ﹤0.01% | 2185 |
|
|
2015
Q1 | $5.87M | Sell |
232,920
-3,720
| -2% | -$94.9K | ﹤0.01% | 2224 |
|
|
2014
Q4 | $6.07M | Buy |
236,640
+1,002
| +0.4% | +$25.3K | ﹤0.01% | 2212 |
|
|
2014
Q3 | $5.62M | Buy |
235,638
+52,344
| +29% | +$1.27M | ﹤0.01% | 2239 |
|
|
2014
Q2 | $4.5M | Buy |
183,294
+27,258
| +17% | +$633K | ﹤0.01% | 2382 |
|
|
2014
Q1 | $3.71M | Sell |
156,036
-363
| -0.2% | -$8.74K | ﹤0.01% | 2470 |
|
|
2013
Q4 | $4.04M | Sell |
156,399
-8,883
| -5% | -$207K | ﹤0.01% | 2421 |
|
|
2013
Q3 | $3.32M | Sell |
165,282
-12,705
| -7% | -$254K | ﹤0.01% | 2497 |
|
|
2013
Q2 | $3.11M | Buy |
+177,987
| New | +$2.95M | ﹤0.01% | 2495 |
|
Other funds holding WSFS
VNIM
CB
Bank of New York Mellon's WSFS Position: Q2 2026 in Review
Bank of New York Mellon increased its WSFS Financial (WSFS) stake by 0.06% in Q2 2026, buying an estimated $16.3K and bringing the position to 387,352 shares worth $29.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.
Bank of New York Mellon first reported a position in WSFS in Q2 2013 and has held it in 53 quarters since. The position peaked at $36M in Q1 2022. 154 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.
- Bank of New York Mellon held 387,352 shares of WSFS Financial worth $29.7M as of Q2 2026.
- Bank of New York Mellon bought 227 WSFS Financial shares in Q2 2026, an estimated $16.3K.
- WSFS Financial made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1380 holding.
- Bank of New York Mellon first reported a position in WSFS Financial in Q2 2013 and has held it in 53 quarters since.
- Bank of New York Mellon's WSFS Financial position peaked at $36M in Q1 2022.
- 154 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.