FGP
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Freestone Grove Partners’s WSFS Financial WSFS Stock Holding History

Freestone Grove 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 		$16.4M Buy
+251,148
New +$15.8M 0.12% 234

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State Street
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Franklin Resources
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VCM
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NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
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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

Freestone Grove Partners's WSFS Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in WSFS Financial (WSFS) in Q1 2026: 251,148 shares worth $16.4M. The stake represents 0.12% of the portfolio and ranks #234 among its holdings.

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

  • Freestone Grove Partners held 251,148 shares of WSFS Financial worth $16.4M as of Q1 2026.
  • WSFS Financial was a new Freestone Grove Partners position in Q1 2026.
  • WSFS Financial made up 0.12% of Freestone Grove Partners's portfolio in Q1 2026, its #234 holding.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.