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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
Q2 		– Sell
-251,148
Closed -$16.4M – 1356
2026
Q1 		$16.4M Buy
+251,148
New +$15.8M 0.12% 234

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Freestone Grove Partners's WSFS Position: Q2 2026 in Review

Freestone Grove Partners sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 251,148 shares — an estimated $16.4M sold.

Freestone Grove Partners first reported a position in WSFS in Q1 2026 and held it in 1 quarter. The position peaked at $16.4M in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Freestone Grove Partners reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 251,148 WSFS Financial shares in Q2 2026, an estimated $16.4M.
  • Freestone Grove Partners first reported a position in WSFS Financial in Q1 2026 and held it in 1 quarter.
  • Freestone Grove Partners's WSFS Financial position peaked at $16.4M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.