Chevy Chase Trust
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Chevy Chase Trust’s WSFS Financial WSFS Stock Holding History

Chevy Chase Trust’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 		$203K Buy
+2,650
New +$190K ﹤0.01% 648
2020
Q1 		– Sell
-2,650
Closed -$117K – 1055
2019
Q4 		$117K Buy
+2,650
New +$116K ﹤0.01% 710

Other funds holding WSFS

BlackRock
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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

Chevy Chase Trust's WSFS Position: Q2 2026 in Review

Chevy Chase Trust opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,650 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Chevy Chase Trust previously reported a position in WSFS as recently as Q4 2019.

Chevy Chase Trust first reported a position in WSFS in Q4 2019 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Chevy Chase Trust held 2,650 shares of WSFS Financial worth $203K as of Q2 2026.
  • WSFS Financial was a new Chevy Chase Trust position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #648 holding.
  • Chevy Chase Trust first reported a position in WSFS Financial in Q4 2019 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.