Kemnay 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
$27.3K Buy
356
+59
+20% +$4.23K ﹤0.01% 554
2026
Q1
$19.4K Sell
297
-138
-32% -$8.7K ﹤0.01% 705
2025
Q4
$24K Buy
+435
New +$23.8K ﹤0.01% 490

Other funds holding WSFS

Kemnay Advisory Services's WSFS Position: Q2 2026 in Review

Kemnay Advisory Services increased its WSFS Financial (WSFS) stake by 20% in Q2 2026, buying an estimated $4.23K and bringing the position to 356 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Kemnay 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.

  • Kemnay Advisory Services held 356 shares of WSFS Financial worth $27.3K as of Q2 2026.
  • Kemnay Advisory Services bought 59 WSFS Financial shares in Q2 2026, an estimated $4.23K.
  • WSFS Financial made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #554 holding.
  • Kemnay 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 Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.