BFS
WSFS icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bare Financial Services's WSFS Position: Q1 2026 in Review

Bare Financial Services increased its WSFS Financial (WSFS) stake by 36% in Q1 2026, buying an estimated $2.4K and bringing the position to 144 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Bare Financial Services first reported a position in WSFS in Q1 2025 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Bare Financial Services held 144 shares of WSFS Financial worth $9.43K as of Q1 2026.
  • Bare Financial Services bought 38 WSFS Financial shares in Q1 2026, an estimated $2.4K.
  • WSFS Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #377 holding.
  • Bare Financial Services first reported a position in WSFS Financial in Q1 2025 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.