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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
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 $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

Bay Harbor Wealth Management's WSFS Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its WSFS Financial (WSFS) stake by 100% in Q1 2026, buying an estimated $378 and bringing the position to 12 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Bay Harbor Wealth Management 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.

  • Bay Harbor Wealth Management held 12 shares of WSFS Financial worth $785 as of Q1 2026.
  • Bay Harbor Wealth Management bought 6 WSFS Financial shares in Q1 2026, an estimated $378.
  • WSFS Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #854 holding.
  • Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.