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Larson Financial Group’s WSFS Financial WSFS Stock Holding History

Larson Financial Group’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 		$916 Buy
14
+5
+56% +$315 ﹤0.01% 3186
2025
Q4 		$497 Buy
9
+5
+125% +$274 ﹤0.01% 3123
2025
Q3 		$216 Sell
4
-6
-60% -$339 ﹤0.01% 3249
2025
Q2 		$550 Sell
10
-13
-57% -$675 ﹤0.01% 2834
2025
Q1 		$1.19K Buy
23
+14
+156% +$754 ﹤0.01% 2334
2024
Q4 		$478 Hold
9
– – ﹤0.01% 2211
2024
Q3 		$459 Hold
9
– – ﹤0.01% 2147
2024
Q2 		$423 Buy
+9
New +$398 ﹤0.01% 1876

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

Larson Financial Group's WSFS Position: Q1 2026 in Review

Larson Financial Group increased its WSFS Financial (WSFS) stake by 56% in Q1 2026, buying an estimated $315 and bringing the position to 14 shares worth $916. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

Larson Financial Group first reported a position in WSFS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.19K in Q1 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Larson Financial Group held 14 shares of WSFS Financial worth $916 as of Q1 2026.
  • Larson Financial Group bought 5 WSFS Financial shares in Q1 2026, an estimated $315.
  • WSFS Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3186 holding.
  • Larson Financial Group first reported a position in WSFS Financial in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's WSFS Financial position peaked at $1.19K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.