Keating Financial Advisory Services’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
Q2
$8.21K Buy
107
+1
+0.9% +$72 ﹤0.01% 1327
2026
Q1
$6.94K Buy
106
+76
+253% +$4.79K ﹤0.01% 1270
2025
Q4
$1.66K Buy
+30
New +$1.64K ﹤0.01% 1642

Other funds holding WSFS

Keating Financial Advisory Services's WSFS Position: Q2 2026 in Review

Keating Financial Advisory Services increased its WSFS Financial (WSFS) stake by 0.94% in Q2 2026, buying an estimated $72 and bringing the position to 107 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Keating Financial Advisory Services first reported a position in WSFS in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Keating Financial Advisory Services held 107 shares of WSFS Financial worth $8.21K as of Q2 2026.
  • Keating Financial Advisory Services bought 1 WSFS Financial share in Q2 2026, an estimated $72.
  • WSFS Financial made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1327 holding.
  • Keating Financial Advisory Services first reported a position in WSFS Financial in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.