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FourThought Financial Partners’s WSFS Financial WSFS Stock Holding History

FourThought Financial Partners’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
Q1 		$211K Buy
+3,221
New +$203K 0.02% 355

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FourThought Financial Partners's WSFS Position: Q1 2026 in Review

FourThought Financial Partners opened a new position in WSFS Financial (WSFS) in Q1 2026: 3,221 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings.

329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • FourThought Financial Partners held 3,221 shares of WSFS Financial worth $211K as of Q1 2026.
  • WSFS Financial was a new FourThought Financial Partners position in Q1 2026.
  • WSFS Financial made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #355 holding.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.