KeyBank National Association
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KeyBank National Association’s WSFS Financial WSFS Stock Holding History

KeyBank National Association’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
2024
Q4 		– Sell
-4,897
Closed -$250K – 1198
2024
Q3 		$250K Sell
4,897
-1,703
-26% -$88.3K ﹤0.01% 1038
2024
Q2 		$310K Buy
6,600
+2,161
+49% +$95.7K ﹤0.01% 925
2024
Q1 		$200K Hold
4,439
– – ﹤0.01% 1049
2023
Q4 		$204K Buy
+4,439
New +$174K ﹤0.01% 1034
2023
Q1 		– Sell
-4,696
Closed -$213K – 1097
2022
Q4 		$213K Sell
4,696
-842
-15% -$39.6K ﹤0.01% 991
2022
Q3 		$257K Buy
+5,538
New +$259K ﹤0.01% 902

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

KeyBank National Association's WSFS Position: Q4 2024 in Review

KeyBank National Association sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 4,897 shares — an estimated $250K sold.

KeyBank National Association first reported a position in WSFS in Q3 2022 and held it in 6 quarters. The position peaked at $310K in Q2 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • KeyBank National Association reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • KeyBank National Association sold 4,897 WSFS Financial shares in Q4 2024, an estimated $250K.
  • KeyBank National Association first reported a position in WSFS Financial in Q3 2022 and held it in 6 quarters.
  • KeyBank National Association's WSFS Financial position peaked at $310K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on KeyBank National Association's 13F filing for Q4 2024, filed 6 Feb 2025.