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Bruce G. Allen Investments’s WSFS Financial WSFS Stock Holding History

Bruce G. Allen Investments’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
-12
Closed -$663 – 1151
2025
Q4 		$663 Buy
12
+1
+9% +$55 ﹤0.01% 912
2025
Q3 		$593 Hold
11
– – ﹤0.01% 937
2025
Q2 		$605 Hold
11
– – ﹤0.01% 920
2025
Q1 		$571 Buy
+11
New +$592 ﹤0.01% 919

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

Bruce G. Allen Investments's WSFS Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 12 shares — an estimated $663 sold.

Bruce G. Allen Investments first reported a position in WSFS in Q1 2025 and held it in 4 quarters. The position peaked at $663 in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 12 WSFS Financial shares in Q1 2026, an estimated $663.
  • Bruce G. Allen Investments first reported a position in WSFS Financial in Q1 2025 and held it in 4 quarters.
  • Bruce G. Allen Investments's WSFS Financial position peaked at $663 in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.