Bessemer Group
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Bessemer Group’s WSFS Financial WSFS Stock Holding History

Bessemer Group’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 		$4.64M Buy
70,823
+70,480
+20,548% +$4.44M 0.01% 508
2025
Q4 		$20K Sell
343
-20,551
-98% -$1.12M ﹤0.01% 1887
2025
Q3 		$1.13M Buy
20,894
+87
+0.4% +$4.91K ﹤0.01% 623
2025
Q2 		$1.14M Buy
20,807
+1,232
+6% +$64K ﹤0.01% 599
2025
Q1 		$1.02M Sell
19,575
-34
-0.2% -$1.83K ﹤0.01% 691
2024
Q4 		$1.04M Sell
19,609
-126
-0.6% -$6.86K ﹤0.01% 756
2024
Q3 		$1.01M Buy
19,735
+2,381
+14% +$123K ﹤0.01% 776
2024
Q2 		$816K Hold
17,354
– – ﹤0.01% 705
2024
Q1 		$784K Buy
17,354
+2,460
+17% +$107K ﹤0.01% 710
2023
Q4 		$684K Buy
14,894
+3,718
+33% +$146K ﹤0.01% 739
2023
Q3 		$408K Buy
11,176
+4,760
+74% +$190K ﹤0.01% 857
2023
Q2 		$242K Buy
6,416
+6,280
+4,618% +$223K ﹤0.01% 998
2023
Q1 		$5K Buy
+136
New +$6.24K ﹤0.01% 1629
2021
Q4 		– Sell
-147
Closed -$8K – 1995
2021
Q3 		$8K Buy
+147
New +$6.61K ﹤0.01% 1437
2020
Q3 		– Sell
-23,700
Closed -$680K – 1691
2020
Q2 		$680K Hold
23,700
– – ﹤0.01% 896
2020
Q1 		$591K Buy
23,700
+18,072
+321% +$653K ﹤0.01% 742
2019
Q4 		$248K Buy
5,628
+5,600
+20,000% +$245K ﹤0.01% 1040
2019
Q3 		$1K Buy
+28
New +$1.18K ﹤0.01% 1693

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

Bessemer Group's WSFS Position: Q1 2026 in Review

Bessemer Group increased its WSFS Financial (WSFS) stake by 20,548% in Q1 2026, buying an estimated $4.44M and bringing the position to 70,823 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #508.

Bessemer Group first reported a position in WSFS in Q3 2019 and has held it in 18 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Bessemer Group held 70,823 shares of WSFS Financial worth $4.64M as of Q1 2026.
  • Bessemer Group bought 70,480 WSFS Financial shares in Q1 2026, an estimated $4.44M.
  • WSFS Financial made up 0.01% of Bessemer Group's portfolio in Q1 2026, its #508 holding.
  • Bessemer Group first reported a position in WSFS Financial in Q3 2019 and has held it in 18 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.