Janney Montgomery Scott
WSFS icon

Janney Montgomery Scott’s WSFS Financial WSFS Stock Holding History

Janney Montgomery Scott’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 		$905K Buy
13,828
+6,297
+84% +$397K ﹤0.01% 1714
2025
Q4 		$416K Buy
7,531
+1,303
+21% +$71.3K ﹤0.01% 2337
2025
Q3 		$336K Buy
6,228
+6
+0.1% +$339 ﹤0.01% 2421
2025
Q2 		$342K Buy
6,222
+7
+0.1% +$364 ﹤0.01% 2269
2025
Q1 		$322K Buy
6,215
+112
+2% +$6.03K ﹤0.01% 2262
2024
Q4 		$324K Buy
6,103
+5
+0.1% +$272 ﹤0.01% 2261
2024
Q3 		$311K Sell
6,098
-2,422
-28% -$126K ﹤0.01% 2268
2024
Q2 		$400K Sell
8,520
-456
-5% -$20.2K ﹤0.01% 2043
2024
Q1 		$405K Sell
8,976
-11,622
-56% -$506K ﹤0.01% 2141
2023
Q4 		$946K Buy
20,598
+12,873
+167% +$505K ﹤0.01% 1482
2023
Q3 		$282K Buy
7,725
+316
+4% +$12.6K ﹤0.01% 2166
2023
Q2 		$279K Sell
7,409
-2,604
-26% -$92.6K ﹤0.01% 2273
2023
Q1 		$377K Buy
10,013
+73
+0.7% +$3.35K ﹤0.01% 1905
2022
Q4 		$451K Buy
9,940
+13
+0.1% +$611 ﹤0.01% 1846
2022
Q3 		$461K Buy
9,927
+12
+0.1% +$561 ﹤0.01% 1752
2022
Q2 		$404K Sell
9,915
-388
-4% -$16K ﹤0.01% 1728
2022
Q1 		$480K Buy
10,303
+4,944
+92% +$256K ﹤0.01% 1636
2021
Q4 		$269K Sell
5,359
-1,940
-27% -$102K ﹤0.01% 2057
2021
Q3 		$375K Buy
7,299
+1,272
+21% +$57.2K ﹤0.01% 1836
2021
Q2 		$281K Sell
6,027
-479
-7% -$24.4K ﹤0.01% 1951
2021
Q1 		$324K Buy
6,506
+4
+0.1% +$193 ﹤0.01% 1816
2020
Q4 		$292K Buy
+6,502
New +$239K ﹤0.01% 1898
2020
Q3 		– Sell
-7,115
Closed -$204K – 2140
2020
Q2 		$204K Buy
+7,115
New +$188K ﹤0.01% 1825
2020
Q1 		– Sell
-5,511
Closed -$242K – 2111
2019
Q4 		$242K Buy
+5,511
New +$241K ﹤0.01% 1822

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

Janney Montgomery Scott's WSFS Position: Q1 2026 in Review

Janney Montgomery Scott increased its WSFS Financial (WSFS) stake by 84% in Q1 2026, buying an estimated $397K and bringing the position to 13,828 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Janney Montgomery Scott first reported a position in WSFS in Q4 2019 and has held it in 24 quarters since. The position peaked at $946K in Q4 2023. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Janney Montgomery Scott held 13,828 shares of WSFS Financial worth $905K as of Q1 2026.
  • Janney Montgomery Scott bought 6,297 WSFS Financial shares in Q1 2026, an estimated $397K.
  • WSFS Financial made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1714 holding.
  • Janney Montgomery Scott first reported a position in WSFS Financial in Q4 2019 and has held it in 24 quarters since.
  • Janney Montgomery Scott's WSFS Financial position peaked at $946K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.