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Bryn Mawr Capital Management’s WSFS Financial WSFS Stock Holding History

Bryn Mawr Capital 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
Q2 		$665K Buy
8,669
+6
+0.1% +$430 0.03% 257
2026
Q1 		$567K Sell
8,663
-8,846
-51% -$558K 0.03% 264
2025
Q4 		$967K Sell
17,509
-1,985
-10% -$109K 0.05% 212
2025
Q3 		$1.05M Buy
+19,494
New +$1.1M 0.05% 208

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bryn Mawr Capital Management's WSFS Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its WSFS Financial (WSFS) stake by 0.07% in Q2 2026, buying an estimated $430 and bringing the position to 8,669 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #257.

Bryn Mawr Capital Management first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Bryn Mawr Capital Management held 8,669 shares of WSFS Financial worth $665K as of Q2 2026.
  • Bryn Mawr Capital Management bought 6 WSFS Financial shares in Q2 2026, an estimated $430.
  • WSFS Financial made up 0.03% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #257 holding.
  • Bryn Mawr Capital Management first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • Bryn Mawr Capital Management's WSFS Financial position peaked at $1.05M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.