Harbour Investments’s WSFS Financial WSFS Stock Holding History

Harbour Investments’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	$3.65K	Buy	55 +3	+6%	+$189	﹤0.01%	3708
2025 Q4	$2.85K	Buy	52 +1	+2%	+$55	﹤0.01%	3212
2025 Q3	$2.77K	Hold	51	–	–	﹤0.01%	3185
2025 Q2	$2.82K	Hold	51	–	–	﹤0.01%	3038
2025 Q1	$2.65K	Hold	51	–	–	﹤0.01%	3010
2024 Q4	$2.71K	Sell	51 -12	-19%	-$653	﹤0.01%	2931
2024 Q3	$3.21K	Hold	63	–	–	﹤0.01%	2782
2024 Q2	$2.96K	Hold	63	–	–	﹤0.01%	2694
2024 Q1	$2.84K	Sell	63 -7	-10%	-$305	﹤0.01%	2675
2023 Q4	$3.21K	Hold	70	–	–	﹤0.01%	2560
2023 Q3	$2.56K	Hold	70	–	–	﹤0.01%	2489
2023 Q2	$2.64K	Hold	70	–	–	﹤0.01%	2467
2023 Q1	$2.63K	Hold	70	–	–	﹤0.01%	2488
2022 Q4	$3.17K	Hold	70	–	–	﹤0.01%	2385
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	2368
2022 Q2	$3K	Buy	+70	New	+$2.88K	﹤0.01%	2368

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harbour Investments's WSFS Position: Q1 2026 in Review

Harbour Investments increased its WSFS Financial (WSFS) stake by 5.8% in Q1 2026, buying an estimated $189 and bringing the position to 55 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3708.

Harbour Investments first reported a position in WSFS in Q2 2022 and has held it in 16 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Harbour Investments held 55 shares of WSFS Financial worth $3.65K as of Q1 2026.
Harbour Investments bought 3 WSFS Financial shares in Q1 2026, an estimated $189.
WSFS Financial made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3708 holding.
Harbour Investments first reported a position in WSFS Financial in Q2 2022 and has held it in 16 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.