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Harbor Capital Advisors’s WSFS Financial WSFS Stock Holding History

Harbor Capital Advisors’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 		$36K Buy
554
+238
+75% +$15K ﹤0.01% 711
2025
Q4 		$17K Sell
316
-5
-2% -$274 ﹤0.01% 839
2025
Q3 		$17K Buy
321
+2
+0.6% +$113 ﹤0.01% 838
2025
Q2 		$18K Sell
319
-44
-12% -$2.29K ﹤0.01% 820
2025
Q1 		$19K Buy
363
+94
+35% +$5.06K ﹤0.01% 817
2024
Q4 		$14K Buy
269
+37
+16% +$2.01K ﹤0.01% 883
2024
Q3 		$12K Buy
+232
New +$12K ﹤0.01% 918

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Harbor Capital Advisors's WSFS Position: Q1 2026 in Review

Harbor Capital Advisors increased its WSFS Financial (WSFS) stake by 75% in Q1 2026, buying an estimated $15K and bringing the position to 554 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Harbor Capital Advisors first reported a position in WSFS in Q3 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Harbor Capital Advisors held 554 shares of WSFS Financial worth $36K as of Q1 2026.
  • Harbor Capital Advisors bought 238 WSFS Financial shares in Q1 2026, an estimated $15K.
  • WSFS Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #711 holding.
  • Harbor Capital Advisors first reported a position in WSFS Financial in Q3 2024 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.