Invesco’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 | $61.9M | Sell |
944,868
-121,723
| -11% | -$7.67M | 0.01% | 995 |
|
|
2025
Q4 | $58.9M | Buy |
1,066,591
+60,931
| +6% | +$3.33M | 0.01% | 1017 |
|
|
2025
Q3 | $54.2M | Buy |
1,005,660
+20,293
| +2% | +$1.15M | 0.01% | 1053 |
|
|
2025
Q2 | $54.2M | Buy |
985,367
+15,891
| +2% | +$825K | 0.01% | 1031 |
|
|
2025
Q1 | $50.3M | Buy |
969,476
+15,281
| +2% | +$823K | 0.01% | 1028 |
|
|
2024
Q4 | $50.7M | Sell |
954,195
-6,372
| -0.7% | -$347K | 0.01% | 1037 |
|
|
2024
Q3 | $49M | Buy |
960,567
+45,259
| +5% | +$2.35M | 0.01% | 1042 |
|
|
2024
Q2 | $43M | Buy |
915,308
+174,522
| +24% | +$7.72M | 0.01% | 1074 |
|
|
2024
Q1 | $33.4M | Buy |
740,786
+55,699
| +8% | +$2.42M | 0.01% | 1214 |
|
|
2023
Q4 | $31.5M | Buy |
685,087
+73,446
| +12% | +$2.88M | 0.01% | 1206 |
|
|
2023
Q3 | $22.3M | Buy |
611,641
+10,343
| +2% | +$413K | 0.01% | 1285 |
|
|
2023
Q2 | $22.7M | Sell |
601,298
-70,071
| -10% | -$2.49M | 0.01% | 1286 |
|
|
2023
Q1 | $25.3M | Sell |
671,369
-173,578
| -21% | -$7.97M | 0.01% | 1234 |
|
|
2022
Q4 | $38.3M | Sell |
844,947
-162,469
| -16% | -$7.64M | 0.01% | 1036 |
|
|
2022
Q3 | $46.8M | Sell |
1,007,416
-251,221
| -20% | -$11.7M | 0.02% | 932 |
|
|
2022
Q2 | $50.5M | Sell |
1,258,637
-110,702
| -8% | -$4.56M | 0.02% | 918 |
|
|
2022
Q1 | $63.8M | Buy |
1,369,339
+89,948
| +7% | +$4.66M | 0.02% | 922 |
|
|
2021
Q4 | $64.1M | Sell |
1,279,391
-38,210
| -3% | -$2M | 0.02% | 952 |
|
|
2021
Q3 | $67.6M | Buy |
1,317,601
+6,502
| +0.5% | +$292K | 0.02% | 938 |
|
|
2021
Q2 | $61.1M | Sell |
1,311,099
-24,761
| -2% | -$1.26M | 0.02% | 1002 |
|
|
2021
Q1 | $66.5M | Buy |
1,335,860
+33,863
| +3% | +$1.63M | 0.02% | 942 |
|
|
2020
Q4 | $58.4M | Buy |
1,301,997
+153,647
| +13% | +$5.64M | 0.02% | 966 |
|
|
2020
Q3 | $31M | Buy |
1,148,350
+234,798
| +26% | +$6.63M | 0.01% | 1109 |
|
|
2020
Q2 | $26.2M | Buy |
913,552
+26,336
| +3% | +$697K | 0.01% | 1163 |
|
|
2020
Q1 | $22.1M | Sell |
887,216
-401
| -0% | -$14.5K | 0.01% | 1146 |
|
|
2019
Q4 | $39M | Sell |
887,617
-117,714
| -12% | -$5.14M | 0.01% | 1107 |
|
|
2019
Q3 | $44.3M | Sell |
1,005,331
-55,778
| -5% | -$2.35M | 0.01% | 1052 |
|
|
2019
Q2 | $43.8M | Buy |
1,061,109
+1,029,566
| +3,264% | +$42.7M | 0.01% | 1084 |
|
|
2019
Q1 | $1.22M | Buy |
31,543
+5,202
| +20% | +$216K | ﹤0.01% | 2908 |
|
|
2018
Q4 | $999K | Sell |
26,341
-32,292
| -55% | -$1.36M | ﹤0.01% | 2976 |
|
|
2018
Q3 | $2.77M | Buy |
58,633
+7,067
| +14% | +$364K | ﹤0.01% | 2537 |
|
|
2018
Q2 | $2.75M | Buy |
51,566
+6,340
| +14% | +$329K | ﹤0.01% | 2545 |
|
|
2018
Q1 | $2.17M | Buy |
45,226
+2,184
| +5% | +$108K | ﹤0.01% | 2531 |
|
|
2017
Q4 | $2.06M | Buy |
43,042
+3,192
| +8% | +$157K | ﹤0.01% | 2568 |
|
|
2017
Q3 | $1.94M | Sell |
39,850
-449
| -1% | -$20.3K | ﹤0.01% | 2591 |
|
|
2017
Q2 | $1.83M | Sell |
40,299
-22,269
| -36% | -$1.02M | ﹤0.01% | 2632 |
|
|
2017
Q1 | $2.88M | Buy |
62,568
+22,516
| +56% | +$1.02M | ﹤0.01% | 2331 |
|
|
2016
Q4 | $1.86M | Sell |
40,052
-1,809
| -4% | -$72.7K | ﹤0.01% | 2629 |
|
|
2016
Q3 | $1.53M | Buy |
41,861
+6,609
| +19% | +$238K | ﹤0.01% | 2716 |
|
|
2016
Q2 | $1.14M | Buy |
35,252
+4,513
| +15% | +$153K | ﹤0.01% | 2841 |
|
|
2016
Q1 | $1M | Sell |
30,739
-4,090
| -12% | -$124K | ﹤0.01% | 2914 |
|
|
2015
Q4 | $1.13M | Buy |
34,829
+280
| +0.8% | +$8.94K | ﹤0.01% | 2882 |
|
|
2015
Q3 | $995K | Buy |
34,549
+1,039
| +3% | +$29.2K | ﹤0.01% | 2921 |
|
|
2015
Q2 | $916K | Buy |
33,510
+14,130
| +73% | +$359K | ﹤0.01% | 3130 |
|
|
2015
Q1 | $489K | Sell |
19,380
-462
| -2% | -$11.8K | ﹤0.01% | 3352 |
|
|
2014
Q4 | $509K | Buy |
19,842
+504
| +3% | +$12.7K | ﹤0.01% | 3305 |
|
|
2014
Q3 | $462K | Sell |
19,338
-2,127
| -10% | -$51.4K | ﹤0.01% | 3360 |
|
|
2014
Q2 | $527K | Buy |
21,465
+93
| +0.4% | +$2.16K | ﹤0.01% | 3339 |
|
|
2014
Q1 | $509K | Sell |
21,372
-28,317
| -57% | -$682K | ﹤0.01% | 3388 |
|
|
2013
Q4 | $1.28M | Buy |
49,689
+26,208
| +112% | +$612K | ﹤0.01% | 2952 |
|
|
2013
Q3 | $472K | Buy |
23,481
+3,000
| +15% | +$60.1K | ﹤0.01% | 3432 |
|
|
2013
Q2 | $358K | Buy |
+20,481
| New | +$340K | ﹤0.01% | 3427 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Invesco's WSFS Position: Q1 2026 in Review
Invesco reduced its WSFS Financial (WSFS) stake by 11% in Q1 2026, selling an estimated $7.67M and leaving 944,868 shares worth $61.9M. The position accounts for 0.01% of the portfolio, ranked #995.
Invesco first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $67.6M in Q3 2021. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Invesco held 944,868 shares of WSFS Financial worth $61.9M as of Q1 2026.
- Invesco sold 121,723 WSFS Financial shares in Q1 2026, an estimated $7.67M.
- WSFS Financial made up 0.01% of Invesco's portfolio in Q1 2026, its #995 holding.
- Invesco first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
- Invesco's WSFS Financial position peaked at $67.6M in Q3 2021.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.