BFS
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Bare Financial Services’s WSFS Financial WSFS Stock Holding History

Bare Financial Services’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 		$19K Buy
248
+104
+72% +$7.45K ﹤0.01% 299
2026
Q1 		$9.43K Buy
144
+38
+36% +$2.4K ﹤0.01% 377
2025
Q4 		$5.86K Buy
106
+16
+18% +$876 ﹤0.01% 478
2025
Q3 		$4.85K Hold
90
– – ﹤0.01% 548
2025
Q2 		$4.95K Buy
90
+62
+221% +$3.22K ﹤0.01% 486
2025
Q1 		$1.45K Buy
+28
New +$1.51K ﹤0.01% 413

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bare Financial Services's WSFS Position: Q2 2026 in Review

Bare Financial Services increased its WSFS Financial (WSFS) stake by 72% in Q2 2026, buying an estimated $7.45K and bringing the position to 248 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Bare Financial Services first reported a position in WSFS in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Bare Financial Services held 248 shares of WSFS Financial worth $19K as of Q2 2026.
  • Bare Financial Services bought 104 WSFS Financial shares in Q2 2026, an estimated $7.45K.
  • WSFS Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #299 holding.
  • Bare Financial Services first reported a position in WSFS Financial in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.