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
Q2 		$511K Sell
6,611
-1,999
-23% -$143K ﹤0.01% 2210
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Jones Financial Companies's WSFS Position: Q2 2026 in Review

Jones Financial Companies reduced its WSFS Financial (WSFS) stake by 23% in Q2 2026, selling an estimated $143K and leaving 6,611 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Jones Financial Companies first reported a position in WSFS in Q3 2024 and has held it in 8 quarters since. The position peaked at $546K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Jones Financial Companies held 6,611 shares of WSFS Financial worth $511K as of Q2 2026.
  • Jones Financial Companies sold 1,999 WSFS Financial shares in Q2 2026, an estimated $143K.
  • WSFS Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2210 holding.
  • Jones Financial Companies first reported a position in WSFS Financial in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's WSFS Financial position peaked at $546K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.