Key Financial Inc’s WSFS Financial WSFS Stock Holding History

Key Financial Inc’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	$55.7K	Hold	851	–	–	0.01%	504
2025 Q4	$47K	Sell	851 -179	-17%	-$9.79K	0.01%	534
2025 Q3	$55.1K	Hold	1,030	–	–	0.01%	500
2025 Q2	$56.6K	Buy	1,030 +50	+5%	+$2.6K	0.01%	465
2025 Q1	$50.8K	Hold	980	–	–	0.01%	480
2024 Q4	$52.1K	Hold	980	–	–	0.01%	473
2024 Q3	$50K	Hold	980	–	–	0.01%	477
2024 Q2	$46.1K	Hold	980	–	–	0.01%	483
2024 Q1	$44.2K	Hold	980	–	–	0.01%	453
2023 Q4	$45K	Hold	980	–	–	0.01%	447
2023 Q3	$35.8K	Hold	980	–	–	0.01%	460
2023 Q2	$37K	Hold	980	–	–	0.01%	455
2023 Q1	$36.9K	Hold	980	–	–	0.01%	441
2022 Q4	$45.5K	Hold	980	–	–	0.02%	375
2022 Q3	$46K	Hold	980	–	–	0.02%	379
2022 Q2	$40K	Hold	980	–	–	0.02%	401
2022 Q1	$46K	Buy	980 +179	+22%	+$9.28K	0.02%	376
2021 Q4	$40K	Hold	801	–	–	0.02%	375
2021 Q3	$41K	Hold	801	–	–	0.02%	367
2021 Q2	$35K	Buy	801 +350	+78%	+$17.8K	0.02%	396
2021 Q1	$22K	Hold	451	–	–	0.01%	389
2020 Q4	$20K	Buy	+451	New	+$16.5K	0.01%	378
2020 Q2	–	Sell	-1,204	Closed	-$30K	–	654
2020 Q1	$30K	Buy	+1,204	New	+$43.5K	0.03%	282

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's WSFS Position: Q1 2026 in Review

Key Financial Inc held its WSFS Financial (WSFS) position steady in Q1 2026 at 851 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #504.

Key Financial Inc first reported a position in WSFS in Q1 2020 and has held it in 23 quarters since. The position peaked at $56.6K in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Key Financial Inc held 851 shares of WSFS Financial worth $55.7K as of Q1 2026.
Key Financial Inc left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #504 holding.
Key Financial Inc first reported a position in WSFS Financial in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's WSFS Financial position peaked at $56.6K in Q2 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.