Blue Bell Private Wealth Management’s WSFS Financial WSFS Stock Holding History

Blue Bell Private 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 Q3	$251K	Buy	3,319 +300	+10%	+$23.7K	0.03%	267
2026 Q2	$232K	Hold	3,019	–	–	0.03%	267
2026 Q1	$198K	Hold	3,019	–	–	0.03%	269
2025 Q4	$167K	Hold	3,019	–	–	0.02%	274
2025 Q3	$163K	Hold	3,019	–	–	0.02%	271
2025 Q2	$166K	Hold	3,019	–	–	0.03%	256
2025 Q1	$157K	Hold	3,019	–	–	0.03%	249
2024 Q4	$160K	Hold	3,019	–	–	0.03%	230
2024 Q3	$154K	Hold	3,019	–	–	0.03%	241
2024 Q2	$142K	Hold	3,019	–	–	0.03%	230
2024 Q1	$136K	Hold	3,019	–	–	0.03%	227
2023 Q4	$139K	Hold	3,019	–	–	0.03%	202
2023 Q3	$110K	Hold	3,019	–	–	0.03%	188
2023 Q2	$114K	Hold	3,019	–	–	0.03%	184
2023 Q1	$114K	Hold	3,019	–	–	0.03%	166
2022 Q4	$137K	Hold	3,019	–	–	0.04%	138
2022 Q3	$140K	Hold	3,019	–	–	0.05%	130
2022 Q2	$121K	Hold	3,019	–	–	0.04%	143
2022 Q1	$141K	Buy	+3,019	New	+$156K	0.04%	133

Other funds holding WSFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Blue Bell Private Wealth Management's WSFS Position: Q3 2026 in Review

Blue Bell Private Wealth Management increased its WSFS Financial (WSFS) stake by 9.9% in Q3 2026, buying an estimated $23.7K and bringing the position to 3,319 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #267.

Blue Bell Private Wealth Management first reported a position in WSFS in Q1 2022 and has held it in 19 quarters since. 161 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Blue Bell Private Wealth Management held 3,319 shares of WSFS Financial worth $251K as of Q3 2026.
Blue Bell Private Wealth Management bought 300 WSFS Financial shares in Q3 2026, an estimated $23.7K.
WSFS Financial made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q3 2026, its #267 holding.
Blue Bell Private Wealth Management first reported a position in WSFS Financial in Q1 2022 and has held it in 19 quarters since.
161 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.