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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blue Bell Private Wealth Management's WSFS Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its WSFS Financial (WSFS) position steady in Q1 2026 at 3,019 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #269.

Blue Bell Private Wealth Management first reported a position in WSFS in Q1 2022 and has held it in 17 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Blue Bell Private Wealth Management held 3,019 shares of WSFS Financial worth $198K as of Q1 2026.
Blue Bell Private Wealth Management left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #269 holding.
Blue Bell Private Wealth Management first reported a position in WSFS Financial in Q1 2022 and has held it in 17 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.