Jones Financial Companies
WSFS icon

Jones Financial Companies’s WSFS Financial WSFS Stock Holding History

Jones Financial Companies’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 		$546K Buy
8,610
+8,174
+1,875% +$515K ﹤0.01% 2000
2025
Q4 		$24.1K Buy
436
+3
+0.7% +$164 ﹤0.01% 2849
2025
Q3 		$23.9K Buy
433
+328
+312% +$18.5K ﹤0.01% 2701
2025
Q2 		$5.78K Buy
105
+30
+40% +$1.56K ﹤0.01% 3090
2025
Q1 		$3.88K Hold
75
– – ﹤0.01% 3035
2024
Q4 		$3.98K Hold
75
– – ﹤0.01% 2819
2024
Q3 		$3.76K Buy
+75
New +$3.89K ﹤0.01% 2518

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

Jones Financial Companies's WSFS Position: Q1 2026 in Review

Jones Financial Companies increased its WSFS Financial (WSFS) stake by 1,875% in Q1 2026, buying an estimated $515K and bringing the position to 8,610 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Jones Financial Companies 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.

  • Jones Financial Companies held 8,610 shares of WSFS Financial worth $546K as of Q1 2026.
  • Jones Financial Companies bought 8,174 WSFS Financial shares in Q1 2026, an estimated $515K.
  • WSFS Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2000 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.