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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
Q2 		$225K Sell
2,937
-284
-9% -$20.4K 0.02% 350
2026
Q1 		$211K Buy
+3,221
New +$203K 0.02% 355

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NAMI
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FourThought Financial Partners's WSFS Position: Q2 2026 in Review

FourThought Financial Partners reduced its WSFS Financial (WSFS) stake by 8.8% in Q2 2026, selling an estimated $20.4K and leaving 2,937 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #350.

FourThought Financial Partners first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • FourThought Financial Partners held 2,937 shares of WSFS Financial worth $225K as of Q2 2026.
  • FourThought Financial Partners sold 284 WSFS Financial shares in Q2 2026, an estimated $20.4K.
  • WSFS Financial made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #350 holding.
  • FourThought Financial Partners first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.