HSBC Holdings’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Buy |
23,138
+4,145
| +22% | +$261K | ﹤0.01% | 1654 |
|
|
2025
Q4 | $1.05M | Buy |
+18,993
| New | +$1.04M | ﹤0.01% | 1909 |
|
|
2025
Q3 | – | Sell |
-26,371
| Closed | -$1.46M | – | 3193 |
|
|
2025
Q2 | $1.46M | Buy |
26,371
+19,582
| +288% | +$1.02M | ﹤0.01% | 1621 |
|
|
2025
Q1 | $351K | Sell |
6,789
-17,364
| -72% | -$935K | ﹤0.01% | 2279 |
|
|
2024
Q4 | $1.28M | Buy |
24,153
+16,671
| +223% | +$907K | ﹤0.01% | 1673 |
|
|
2024
Q3 | $381K | Sell |
7,482
-5,636
| -43% | -$292K | ﹤0.01% | 2167 |
|
|
2024
Q2 | $615K | Sell |
13,118
-65,483
| -83% | -$2.9M | ﹤0.01% | 1876 |
|
|
2024
Q1 | $3.55M | Buy |
78,601
+39,973
| +103% | +$1.74M | ﹤0.01% | 1229 |
|
|
2023
Q4 | $1.79M | Buy |
38,628
+21,456
| +125% | +$842K | ﹤0.01% | 1537 |
|
|
2023
Q3 | $633K | Sell |
17,172
-72,370
| -81% | -$2.89M | ﹤0.01% | 1895 |
|
|
2023
Q2 | $3.42M | Sell |
89,542
-105,779
| -54% | -$3.76M | ﹤0.01% | 1217 |
|
|
2023
Q1 | $7.36M | Buy |
195,321
+90,200
| +86% | +$4.14M | 0.01% | 972 |
|
|
2022
Q4 | $4.79M | Buy |
105,121
+49,962
| +91% | +$2.35M | 0.01% | 1270 |
|
|
2022
Q3 | $2.62M | Buy |
55,159
+11,845
| +27% | +$554K | ﹤0.01% | 1441 |
|
|
2022
Q2 | $1.74M | Sell |
43,314
-133,827
| -76% | -$5.51M | ﹤0.01% | 1649 |
|
|
2022
Q1 | $8.37M | Buy |
177,141
+62,465
| +54% | +$3.24M | 0.01% | 982 |
|
|
2021
Q4 | $5.78M | Buy |
114,676
+108,224
| +1,677% | +$5.67M | 0.01% | 1205 |
|
|
2021
Q3 | $331K | Sell |
6,452
-22,117
| -77% | -$994K | ﹤0.01% | 2489 |
|
|
2021
Q2 | $1.33M | Buy |
28,569
+24,278
| +566% | +$1.24M | ﹤0.01% | 1627 |
|
|
2021
Q1 | $215K | Sell |
4,291
-15,249
| -78% | -$734K | ﹤0.01% | 2510 |
|
|
2020
Q4 | $881K | Buy |
19,540
+4,451
| +29% | +$163K | ﹤0.01% | 1783 |
|
|
2020
Q3 | $408K | Sell |
15,089
-3,587
| -19% | -$101K | ﹤0.01% | 2066 |
|
|
2020
Q2 | $536K | Sell |
18,676
-12,764
| -41% | -$338K | ﹤0.01% | 1796 |
|
|
2020
Q1 | $777K | Sell |
31,440
-3,375
| -10% | -$122K | ﹤0.01% | 1567 |
|
|
2019
Q4 | $1.54M | Buy |
34,815
+9,049
| +35% | +$395K | ﹤0.01% | 1609 |
|
|
2019
Q3 | $1.14M | Sell |
25,766
-3,254
| -11% | -$137K | ﹤0.01% | 1880 |
|
|
2019
Q2 | $1.2M | Sell |
29,020
-1,693
| -6% | -$70.2K | ﹤0.01% | 1712 |
|
|
2019
Q1 | $1.19M | Buy |
+30,713
| New | +$1.28M | ﹤0.01% | 1748 |
|
|
2017
Q1 | – | Sell |
-5,893
| Closed | -$273K | – | 2614 |
|
|
2016
Q4 | $273K | Buy |
+5,893
| New | +$237K | ﹤0.01% | 2307 |
|
Other funds holding WSFS
VPM
VCM
NAMI
HSBC Holdings's WSFS Position: Q1 2026 in Review
HSBC Holdings increased its WSFS Financial (WSFS) stake by 22% in Q1 2026, buying an estimated $261K and bringing the position to 23,138 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.
HSBC Holdings first reported a position in WSFS in Q4 2016 and has held it in 29 quarters since. The position peaked at $8.37M in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- HSBC Holdings held 23,138 shares of WSFS Financial worth $1.51M as of Q1 2026.
- HSBC Holdings bought 4,145 WSFS Financial shares in Q1 2026, an estimated $261K.
- WSFS Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1654 holding.
- HSBC Holdings first reported a position in WSFS Financial in Q4 2016 and has held it in 29 quarters since.
- HSBC Holdings's WSFS Financial position peaked at $8.37M in Q1 2022.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.