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Bay Harbor Wealth Management’s WSFS Financial WSFS Stock Holding History

Bay Harbor Wealth Management’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 		$1.07K Buy
14
+2
+17% +$143 ﹤0.01% 844
2026
Q1 		$785 Buy
12
+6
+100% +$378 ﹤0.01% 854
2025
Q4 		$331 Buy
6
+2
+50% +$109 ﹤0.01% 1003
2025
Q3 		$215 Buy
4
+1
+33% +$56 ﹤0.01% 1016
2025
Q2 		$165 Hold
3
– – ﹤0.01% 988
2025
Q1 		$155 Buy
+3
New +$162 ﹤0.01% 761

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

Bay Harbor Wealth Management's WSFS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its WSFS Financial (WSFS) stake by 17% in Q2 2026, buying an estimated $143 and bringing the position to 14 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Bay Harbor Wealth Management 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.

  • Bay Harbor Wealth Management held 14 shares of WSFS Financial worth $1.07K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 WSFS Financial shares in Q2 2026, an estimated $143.
  • WSFS Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #844 holding.
  • Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.