Farmers & Merchants Investments Inc’s WSFS Financial WSFS Stock Holding History

Farmers & Merchants Investments Inc’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	$2.38K	Hold	31	–	–	﹤0.01%	1226
2026 Q1	$2.03K	Sell	31 -4	-11%	-$252	﹤0.01%	1249
2025 Q4	$1.93K	Sell	35 -3	-8%	-$164	﹤0.01%	1241
2025 Q3	$2.05K	Hold	38	–	–	﹤0.01%	1243
2025 Q2	$2.09K	Hold	38	–	–	﹤0.01%	1209
2025 Q1	$1.97K	Sell	38 -5	-12%	-$269	﹤0.01%	1224
2024 Q4	$2.29K	Hold	43	–	–	﹤0.01%	1118
2024 Q3	$2.19K	Hold	43	–	–	﹤0.01%	1132
2024 Q2	$2.02K	Hold	43	–	–	﹤0.01%	1138
2024 Q1	$1.94K	Hold	43	–	–	﹤0.01%	1127
2023 Q4	$1.98K	Sell	43 -5	-10%	-$196	﹤0.01%	1113
2023 Q3	$1.75K	Hold	48	–	–	﹤0.01%	1089
2023 Q2	$1.81K	Hold	48	–	–	﹤0.01%	1131
2023 Q1	$1.8K	Hold	48	–	–	﹤0.01%	1099
2022 Q4	$2.18K	Buy	48 +5	+12%	+$235	﹤0.01%	1031
2022 Q3	$2K	Buy	+43	New	+$2.01K	﹤0.01%	1102

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Farmers & Merchants Investments Inc's WSFS Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its WSFS Financial (WSFS) position steady in Q2 2026 at 31 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Farmers & Merchants Investments Inc first reported a position in WSFS in Q3 2022 and has held it in 16 quarters since. 154 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Farmers & Merchants Investments Inc held 31 shares of WSFS Financial worth $2.38K as of Q2 2026.
Farmers & Merchants Investments Inc left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1226 holding.
Farmers & Merchants Investments Inc first reported a position in WSFS Financial in Q3 2022 and has held it in 16 quarters since.
154 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.