Kestra Advisory Services’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
Other funds holding WSFS
NAMI
Kestra Advisory Services's WSFS Position: Q2 2026 in Review
Kestra Advisory Services increased its WSFS Financial (WSFS) stake by 0.94% in Q2 2026, buying an estimated $3.23K and bringing the position to 4,826 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.
Kestra Advisory Services first reported a position in WSFS in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.
- Kestra Advisory Services held 4,826 shares of WSFS Financial worth $370K as of Q2 2026.
- Kestra Advisory Services bought 45 WSFS Financial shares in Q2 2026, an estimated $3.23K.
- WSFS Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2574 holding.
- Kestra Advisory Services first reported a position in WSFS Financial in Q4 2024 and has held it in 7 quarters since.
- 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.