FineMark National Bank & Trust’s WSFS Financial WSFS Stock Holding History

FineMark National Bank & 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
2025 Q4	$360K	Hold	6,515	–	–	0.01%	359
2025 Q3	$351K	Hold	6,515	–	–	0.01%	360
2025 Q2	$358K	Hold	6,515	–	–	0.01%	353
2025 Q1	$338K	Sell	6,515 -1,417	-18%	-$76.3K	0.01%	342
2024 Q4	$421K	Hold	7,932	–	–	0.01%	306
2024 Q3	$404K	Hold	7,932	–	–	0.01%	314
2024 Q2	$373K	Hold	7,932	–	–	0.01%	314
2024 Q1	$358K	Hold	7,932	–	–	0.01%	327
2023 Q4	$364K	Hold	7,932	–	–	0.01%	311
2023 Q3	$290K	Buy	+7,932	New	+$316K	0.01%	340

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

FineMark National Bank & Trust's WSFS Position: Q4 2025 in Review

FineMark National Bank & Trust held its WSFS Financial (WSFS) position steady in Q4 2025 at 6,515 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #359.

FineMark National Bank & Trust first reported a position in WSFS in Q3 2023 and has held it in 10 quarters since. The position peaked at $421K in Q4 2024. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

FineMark National Bank & Trust held 6,515 shares of WSFS Financial worth $360K as of Q4 2025.
FineMark National Bank & Trust left its WSFS Financial share count unchanged in Q4 2025.
WSFS Financial made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #359 holding.
FineMark National Bank & Trust first reported a position in WSFS Financial in Q3 2023 and has held it in 10 quarters since.
FineMark National Bank & Trust's WSFS Financial position peaked at $421K in Q4 2024.
314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.