Bare Financial Services
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
Q3 		$20.3K Buy
268
+20
+8% +$1.58K ﹤0.01% 288
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bare Financial Services's WSFS Position: Q3 2026 in Review

Bare Financial Services increased its WSFS Financial (WSFS) stake by 8.1% in Q3 2026, buying an estimated $1.58K and bringing the position to 268 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Bare Financial Services first reported a position in WSFS in Q1 2025 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Bare Financial Services held 268 shares of WSFS Financial worth $20.3K as of Q3 2026.
  • Bare Financial Services bought 20 WSFS Financial shares in Q3 2026, an estimated $1.58K.
  • WSFS Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #288 holding.
  • Bare Financial Services first reported a position in WSFS Financial in Q1 2025 and has held it in 7 quarters since.
  • 176 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.