Boston Partners
WSFS icon

Boston Partners’s WSFS Financial WSFS Stock Holding History

Boston Partners’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 		– Sell
-340,772
Closed -$18.9M – 852
2025
Q4 		$18.9M Sell
340,772
-9,986
-3% -$546K 0.02% 378
2025
Q3 		$18.9M Buy
350,758
+431
+0.1% +$24.3K 0.02% 377
2025
Q2 		$19.2M Buy
350,327
+6,755
+2% +$351K 0.02% 361
2025
Q1 		$17.7M Buy
+343,572
New +$18.5M 0.02% 333
2015
Q2 		– Sell
-275,919
Closed -$6.96M – 735
2015
Q1 		$6.96M Buy
275,919
+4,440
+2% +$113K 0.01% 466
2014
Q4 		$6.96M Sell
271,479
-40,851
-13% -$1.03M 0.01% 467
2014
Q3 		$7.46M Sell
312,330
-1,710
-0.5% -$41.3K 0.01% 441
2014
Q2 		$7.71M Sell
314,040
-248,835
-44% -$5.78M 0.01% 432
2014
Q1 		$13.4M Sell
562,875
-206,970
-27% -$4.98M 0.02% 347
2013
Q4 		$19.9M Buy
769,845
+63,750
+9% +$1.49M 0.04% 281
2013
Q3 		$14.2M Sell
706,095
-19,500
-3% -$390K 0.03% 309
2013
Q2 		$12.7M Buy
+725,595
New +$12M 0.03% 312

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

Boston Partners's WSFS Position: Q1 2026 in Review

Boston Partners sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 340,772 shares — an estimated $18.9M sold.

Boston Partners first reported a position in WSFS in Q2 2013 and held it in 12 quarters. The position peaked at $19.9M in Q4 2013. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Boston Partners reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Boston Partners sold 340,772 WSFS Financial shares in Q1 2026, an estimated $18.9M.
  • Boston Partners first reported a position in WSFS Financial in Q2 2013 and held it in 12 quarters.
  • Boston Partners's WSFS Financial position peaked at $19.9M in Q4 2013.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.