KBC Group’s WSFS Financial WSFS Stock Holding History

KBC Group’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 Q3	$145K	Hold	1,913	–	–	﹤0.01%	1174
2026 Q2	$147K	Hold	1,913	–	–	﹤0.01%	1182
2026 Q1	$125K	Hold	1,913	–	–	﹤0.01%	1197
2025 Q4	$106K	Hold	1,913	–	–	﹤0.01%	1237
2025 Q3	$103K	Hold	1,913	–	–	﹤0.01%	1244
2025 Q2	$105K	Sell	1,913 -1,168	-38%	-$60.7K	﹤0.01%	1173
2025 Q1	$160K	Buy	3,081 +196	+7%	+$10.6K	﹤0.01%	1190
2024 Q4	$153K	Buy	2,885 +1,172	+68%	+$63.8K	﹤0.01%	1297
2024 Q3	$87K	Hold	1,713	–	–	﹤0.01%	1382
2024 Q2	$81K	Hold	1,713	–	–	﹤0.01%	1302
2024 Q1	$77K	Hold	1,713	–	–	﹤0.01%	1275
2023 Q4	$79K	Hold	1,713	–	–	﹤0.01%	1215
2023 Q3	$63K	Sell	1,713 -2,895	-63%	-$115K	﹤0.01%	1275
2023 Q2	$174K	Sell	4,608 -518	-10%	-$18.4K	﹤0.01%	991
2023 Q1	$193K	Sell	5,126 -401	-7%	-$18.4K	﹤0.01%	988
2022 Q4	$251K	Hold	5,527	–	–	﹤0.01%	910
2022 Q3	$257K	Hold	5,527	–	–	﹤0.01%	893
2022 Q2	$222K	Buy	+5,527	New	+$227K	﹤0.01%	956
2020 Q1	–	Sell	-20,050	Closed	-$882K	–	1456
2019 Q4	$882K	Hold	20,050	–	–	0.01%	932
2019 Q3	$884K	Hold	20,050	–	–	0.01%	916
2019 Q2	$828K	Hold	20,050	–	–	0.01%	907
2019 Q1	$774K	Buy	+20,050	New	+$834K	0.01%	941

Other funds holding WSFS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

KBC Group's WSFS Position: Q3 2026 in Review

KBC Group held its WSFS Financial (WSFS) position steady in Q3 2026 at 1,913 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

KBC Group first reported a position in WSFS in Q1 2019 and has held it in 22 quarters since. The position peaked at $884K in Q3 2019. 290 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

KBC Group held 1,913 shares of WSFS Financial worth $145K as of Q3 2026.
KBC Group left its WSFS Financial share count unchanged in Q3 2026.
WSFS Financial made up ﹤0.01% of KBC Group's portfolio in Q3 2026, its #1174 holding.
KBC Group first reported a position in WSFS Financial in Q1 2019 and has held it in 22 quarters since.
KBC Group's WSFS Financial position peaked at $884K in Q3 2019.
290 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on KBC Group's 13F filing for Q3 2026, filed 22 Oct 2026.