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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
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 $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

Bryn Mawr Capital Management's WSFS Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its WSFS Financial (WSFS) stake by 51% in Q1 2026, selling an estimated $558K and leaving 8,663 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #264.

Bryn Mawr Capital Management first reported a position in WSFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q3 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Bryn Mawr Capital Management held 8,663 shares of WSFS Financial worth $567K as of Q1 2026.
  • Bryn Mawr Capital Management sold 8,846 WSFS Financial shares in Q1 2026, an estimated $558K.
  • WSFS Financial made up 0.03% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #264 holding.
  • Bryn Mawr Capital Management first reported a position in WSFS Financial in Q3 2025 and has held it in 3 quarters since.
  • Bryn Mawr Capital Management's WSFS Financial position peaked at $1.05M in Q3 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.