Brown Advisory
WSFS icon

Brown Advisory’s WSFS Financial WSFS Stock Holding History

Brown Advisory’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 		$48.8M Sell
744,889
-43,686
-6% -$2.75M 0.08% 197
2025
Q4 		$43.6M Sell
788,575
-42,813
-5% -$2.34M 0.06% 223
2025
Q3 		$44.8M Buy
831,388
+69,933
+9% +$3.95M 0.06% 217
2025
Q2 		$41.9M Sell
761,455
-46,347
-6% -$2.41M 0.06% 216
2025
Q1 		$41.9M Sell
807,802
-19,232
-2% -$1.04M 0.06% 207
2024
Q4 		$43.9M Sell
827,034
-18,825
-2% -$1.02M 0.06% 234
2024
Q3 		$43.1M Buy
845,859
+14,046
+2% +$728K 0.05% 235
2024
Q2 		$39.1M Buy
831,813
+5,942
+0.7% +$263K 0.05% 240
2024
Q1 		$37.3M Buy
825,871
+30,749
+4% +$1.34M 0.05% 258
2023
Q4 		$36.5M Sell
795,122
-27,311
-3% -$1.07M 0.05% 247
2023
Q3 		$30M Buy
822,433
+130,189
+19% +$5.19M 0.05% 258
2023
Q2 		$26.1M Sell
692,244
-41,533
-6% -$1.48M 0.04% 282
2023
Q1 		$27.6M Sell
733,777
-74,200
-9% -$3.41M 0.05% 275
2022
Q4 		$36.6M Sell
807,977
-37,870
-4% -$1.78M 0.07% 234
2022
Q3 		$39.3M Sell
845,847
-14,182
-2% -$663K 0.08% 205
2022
Q2 		$34.5M Sell
860,029
-26,778
-3% -$1.1M 0.06% 231
2022
Q1 		$41.3M Buy
886,807
+23,804
+3% +$1.23M 0.06% 224
2021
Q4 		$43.3M Buy
863,003
+672,301
+353% +$35.2M 0.05% 233
2021
Q3 		$9.79M Buy
190,702
+173,017
+978% +$7.78M 0.01% 376
2021
Q2 		$824K Hold
17,685
– – ﹤0.01% 749
2021
Q1 		$881K Buy
+17,685
New +$852K ﹤0.01% 732

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

Brown Advisory's WSFS Position: Q1 2026 in Review

Brown Advisory reduced its WSFS Financial (WSFS) stake by 5.5% in Q1 2026, selling an estimated $2.75M and leaving 744,889 shares worth $48.8M. The position accounts for 0.08% of the portfolio, ranked #197.

Brown Advisory first reported a position in WSFS in Q1 2021 and has held it in 21 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Brown Advisory held 744,889 shares of WSFS Financial worth $48.8M as of Q1 2026.
  • Brown Advisory sold 43,686 WSFS Financial shares in Q1 2026, an estimated $2.75M.
  • WSFS Financial made up 0.08% of Brown Advisory's portfolio in Q1 2026, its #197 holding.
  • Brown Advisory first reported a position in WSFS Financial in Q1 2021 and has held it in 21 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.