KAS
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Kestra Advisory Services’s WSFS Financial WSFS Stock Holding History

Kestra Advisory Services’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
Q1 		$313K Sell
4,781
-58
-1% -$3.66K ﹤0.01% 2586
2025
Q4 		$267K Buy
4,839
+469
+11% +$25.7K ﹤0.01% 2639
2025
Q3 		$236K Sell
4,370
-11
-0.3% -$621 ﹤0.01% 2624
2025
Q2 		$241K Buy
4,381
+103
+2% +$5.35K ﹤0.01% 2534
2025
Q1 		$222K Buy
4,278
+216
+5% +$11.6K ﹤0.01% 2404
2024
Q4 		$216K Buy
+4,062
New +$221K ﹤0.01% 2440

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's WSFS Position: Q1 2026 in Review

Kestra Advisory Services reduced its WSFS Financial (WSFS) stake by 1.2% in Q1 2026, selling an estimated $3.66K and leaving 4,781 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Kestra Advisory Services first reported a position in WSFS in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Kestra Advisory Services held 4,781 shares of WSFS Financial worth $313K as of Q1 2026.
  • Kestra Advisory Services sold 58 WSFS Financial shares in Q1 2026, an estimated $3.66K.
  • WSFS Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2586 holding.
  • Kestra Advisory Services first reported a position in WSFS Financial in Q4 2024 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.