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CIBC Bancorp USA’s WSFS Financial WSFS Stock Holding History

CIBC Bancorp USA’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 		$229K Buy
+2,988
New +$214K ﹤0.01% 1702
2025
Q3 		$322K Buy
+5,970
New +$337K ﹤0.01% 1054

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

CIBC Bancorp USA's WSFS Position: Q2 2026 in Review

CIBC Bancorp USA opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,988 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1702 among its holdings. This is a return to the name: CIBC Bancorp USA previously reported a position in WSFS as recently as Q3 2025.

CIBC Bancorp USA first reported a position in WSFS in Q3 2025 and has held it in 2 quarters since. The position peaked at $322K in Q3 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • CIBC Bancorp USA held 2,988 shares of WSFS Financial worth $229K as of Q2 2026.
  • WSFS Financial was a new CIBC Bancorp USA position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1702 holding.
  • CIBC Bancorp USA first reported a position in WSFS Financial in Q3 2025 and has held it in 2 quarters since.
  • CIBC Bancorp USA's WSFS Financial position peaked at $322K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.