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Concourse Financial Group Securities’s WSFS Financial WSFS Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-117
Closed -$6.28K – 2098
2024
Q4 		$6.28K Sell
117
-80
-41% -$4.35K ﹤0.01% 1826
2024
Q3 		$10K Sell
197
-40
-17% -$2.07K ﹤0.01% 1688
2024
Q2 		$11.1K Hold
237
– – ﹤0.01% 1662
2024
Q1 		$10.7K Hold
237
– – ﹤0.01% 1680
2023
Q4 		$10.9K Sell
237
-49
-17% -$1.92K ﹤0.01% 1655
2023
Q3 		$10.4K Sell
286
-19
-6% -$758 ﹤0.01% 1630
2023
Q2 		$11.5K Buy
305
+16
+6% +$569 ﹤0.01% 1610
2023
Q1 		$10.9K Sell
289
-18
-6% -$826 ﹤0.01% 1647
2022
Q4 		$13.9K Sell
307
-21
-6% -$987 ﹤0.01% 1565
2022
Q3 		$15K Buy
328
+37
+13% +$1.73K ﹤0.01% 1385
2022
Q2 		$12K Hold
291
– – ﹤0.01% 1617
2022
Q1 		$14K Buy
+291
New +$15.1K ﹤0.01% 1602

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Concourse Financial Group Securities's WSFS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WSFS Financial (WSFS) in Q1 2025, closing a stake of 117 shares — an estimated $6.28K sold.

Concourse Financial Group Securities first reported a position in WSFS in Q1 2022 and held it in 12 quarters. The position peaked at $15K in Q3 2022. 263 funds tracked by Wall St. Rank hold WSFS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining WSFS Financial position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 117 WSFS Financial shares in Q1 2025, an estimated $6.28K.
  • Concourse Financial Group Securities first reported a position in WSFS Financial in Q1 2022 and held it in 12 quarters.
  • Concourse Financial Group Securities's WSFS Financial position peaked at $15K in Q3 2022.
  • 263 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.