Commonwealth Equity Services’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.52M | Buy |
58,891
+41,077
| +231% | +$2.94M | 0.01% | 1480 |
|
|
2026
Q1 | $1.17M | Buy |
+17,814
| New | +$1.12M | ﹤0.01% | 2484 |
|
|
2025
Q3 | – | Sell |
-9,111
| Closed | -$501K | – | 4451 |
|
|
2025
Q2 | $501K | Sell |
9,111
-3,470
| -28% | -$180K | ﹤0.01% | 3133 |
|
|
2025
Q1 | $653K | Sell |
12,581
-222
| -2% | -$12K | ﹤0.01% | 2823 |
|
|
2024
Q4 | $680K | Sell |
12,803
-537
| -4% | -$29.2K | ﹤0.01% | 2723 |
|
|
2024
Q3 | $680K | Sell |
13,340
-1,631
| -11% | -$84.5K | ﹤0.01% | 2646 |
|
|
2024
Q2 | $704K | Sell |
14,971
-6,041
| -29% | -$267K | ﹤0.01% | 2549 |
|
|
2024
Q1 | $948K | Sell |
21,012
-459
| -2% | -$20K | ﹤0.01% | 2290 |
|
|
2023
Q4 | $986K | Buy |
21,471
+5,240
| +32% | +$206K | ﹤0.01% | 2191 |
|
|
2023
Q3 | $592K | Buy |
16,231
+42
| +0.3% | +$1.68K | ﹤0.01% | 2454 |
|
|
2023
Q2 | $611K | Sell |
16,189
-745
| -4% | -$26.5K | ﹤0.01% | 2455 |
|
|
2023
Q1 | $636K | Buy |
16,934
+1,031
| +6% | +$47.3K | ﹤0.01% | 2355 |
|
|
2022
Q4 | $721K | Sell |
15,903
-371
| -2% | -$17.4K | ﹤0.01% | 2175 |
|
|
2022
Q3 | $756K | Buy |
16,274
+29
| +0.2% | +$1.35K | ﹤0.01% | 2104 |
|
|
2022
Q2 | $651K | Sell |
16,245
-169
| -1% | -$6.96K | ﹤0.01% | 2226 |
|
|
2022
Q1 | $765K | Buy |
16,414
+934
| +6% | +$48.4K | ﹤0.01% | 2193 |
|
|
2021
Q4 | $775K | Sell |
15,480
-980
| -6% | -$51.3K | ﹤0.01% | 2177 |
|
|
2021
Q3 | $844K | Sell |
16,460
-1,850
| -10% | -$83.2K | ﹤0.01% | 2059 |
|
|
2021
Q2 | $853K | Buy |
18,310
+25
| +0.1% | +$1.27K | ﹤0.01% | 2042 |
|
|
2021
Q1 | $910K | Sell |
18,285
-2,974
| -14% | -$143K | ﹤0.01% | 1872 |
|
|
2020
Q4 | $954K | Sell |
21,259
-2,188
| -9% | -$80.3K | ﹤0.01% | 1681 |
|
|
2020
Q3 | $632K | Buy |
23,447
+8,308
| +55% | +$235K | ﹤0.01% | 1810 |
|
|
2020
Q2 | $434K | Buy |
15,139
+622
| +4% | +$16.5K | ﹤0.01% | 1990 |
|
|
2020
Q1 | $361K | Sell |
14,517
-26
| -0.2% | -$940 | ﹤0.01% | 1936 |
|
|
2019
Q4 | $639K | Buy |
14,543
+27
| +0.2% | +$1.18K | ﹤0.01% | 1720 |
|
|
2019
Q3 | $640K | Sell |
14,516
-1,080
| -7% | -$45.4K | ﹤0.01% | 1658 |
|
|
2019
Q2 | $644K | Buy |
15,596
+204
| +1% | +$8.46K | ﹤0.01% | 1628 |
|
|
2019
Q1 | $594K | Buy |
15,392
+136
| +0.9% | +$5.66K | ﹤0.01% | 1629 |
|
|
2018
Q4 | $578K | Buy |
+15,256
| New | +$642K | ﹤0.01% | 1542 |
|
|
2017
Q1 | – | Sell |
-26,241
| Closed | -$1.22M | – | 2481 |
|
|
2016
Q4 | $1.22M | Buy |
+26,241
| New | +$1.06M | 0.01% | 937 |
|
Other funds holding WSFS
NAMI
Commonwealth Equity Services's WSFS Position: Q2 2026 in Review
Commonwealth Equity Services increased its WSFS Financial (WSFS) stake by 231% in Q2 2026, buying an estimated $2.94M and bringing the position to 58,891 shares worth $4.52M. The position accounts for 0.01% of the portfolio, ranked #1480.
Commonwealth Equity Services first reported a position in WSFS in Q4 2016 and has held it in 30 quarters since. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.
- Commonwealth Equity Services held 58,891 shares of WSFS Financial worth $4.52M as of Q2 2026.
- Commonwealth Equity Services bought 41,077 WSFS Financial shares in Q2 2026, an estimated $2.94M.
- WSFS Financial made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1480 holding.
- Commonwealth Equity Services first reported a position in WSFS Financial in Q4 2016 and has held it in 30 quarters since.
- 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.