Legal & General Group
WSFS icon

Legal & General Group’s WSFS Financial WSFS Stock Holding History

Legal & General 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 		$8.01M Sell
122,416
-18,168
-13% -$1.15M ﹤0.01% 1232
2025
Q4 		$7.77M Sell
140,584
-6,870
-5% -$376K ﹤0.01% 1331
2025
Q3 		$7.95M Sell
147,454
-8,908
-6% -$503K ﹤0.01% 1330
2025
Q2 		$8.6M Sell
156,362
-3,569
-2% -$185K ﹤0.01% 1268
2025
Q1 		$8.3M Sell
159,931
-5,144
-3% -$277K ﹤0.01% 1241
2024
Q4 		$8.77M Buy
165,075
+1,680
+1% +$91.4K ﹤0.01% 1253
2024
Q3 		$8.33M Sell
163,395
-4,390
-3% -$228K ﹤0.01% 1285
2024
Q2 		$7.89M Buy
167,785
+50
+0% +$2.21K ﹤0.01% 1272
2024
Q1 		$7.57M Buy
167,735
+37
+0% +$1.61K ﹤0.01% 1294
2023
Q4 		$7.7M Sell
167,698
-1,926
-1% -$75.6K ﹤0.01% 1287
2023
Q3 		$6.19M Sell
169,624
-5,353
-3% -$214K ﹤0.01% 1322
2023
Q2 		$6.6M Sell
174,977
-4,361
-2% -$155K ﹤0.01% 1300
2023
Q1 		$6.74M Sell
179,338
-1,232
-0.7% -$56.6K ﹤0.01% 1264
2022
Q4 		$8.19M Sell
180,570
-1,508
-0.8% -$70.9K ﹤0.01% 1156
2022
Q3 		$8.46M Sell
182,078
-4,388
-2% -$205K ﹤0.01% 1107
2022
Q2 		$7.48M Sell
186,466
-5,555
-3% -$229K ﹤0.01% 1223
2022
Q1 		$8.95M Buy
192,021
+17,555
+10% +$910K ﹤0.01% 1212
2021
Q4 		$8.74M Buy
174,466
+19,365
+12% +$1.01M ﹤0.01% 1278
2021
Q3 		$7.96M Buy
155,101
+30,582
+25% +$1.38M ﹤0.01% 1296
2021
Q2 		$5.8M Sell
124,519
-32,136
-21% -$1.64M ﹤0.01% 1468
2021
Q1 		$7.8M Buy
156,655
+124,559
+388% +$6M ﹤0.01% 1352
2020
Q4 		$1.44M Sell
32,096
-719
-2% -$26.4K ﹤0.01% 2008
2020
Q3 		$885K Buy
32,815
+2,901
+10% +$81.9K ﹤0.01% 2059
2020
Q2 		$858K Hold
29,914
– – ﹤0.01% 2023
2020
Q1 		$745K Sell
29,914
-2,374
-7% -$85.8K ﹤0.01% 1944
2019
Q4 		$1.42M Buy
32,288
+4,804
+17% +$210K ﹤0.01% 1938
2019
Q3 		$1.21M Buy
27,484
+3,578
+15% +$151K ﹤0.01% 1916
2019
Q2 		$987K Buy
23,906
+510
+2% +$21.1K ﹤0.01% 1955
2019
Q1 		$903K Buy
23,396
+10,211
+77% +$425K ﹤0.01% 1994
2018
Q4 		$500K Buy
13,185
+868
+7% +$36.5K ﹤0.01% 2117
2018
Q3 		$581K Hold
12,317
– – ﹤0.01% 2102
2018
Q2 		$657K Sell
12,317
-674
-5% -$35K ﹤0.01% 2046
2018
Q1 		$623K Sell
12,991
-2,025
-13% -$100K ﹤0.01% 2064
2017
Q4 		$719K Sell
15,016
-294
-2% -$14.5K ﹤0.01% 2008
2017
Q3 		$747K Buy
15,310
+4,011
+35% +$181K ﹤0.01% 1974
2017
Q2 		$513K Buy
11,299
+463
+4% +$21.2K ﹤0.01% 2043
2017
Q1 		$498K Buy
10,836
+3,828
+55% +$174K ﹤0.01% 2038
2016
Q4 		$326K Buy
7,008
+2,687
+62% +$108K ﹤0.01% 2093
2016
Q3 		$158K Sell
4,321
-284
-6% -$10.2K ﹤0.01% 2093
2016
Q2 		$145K Hold
4,605
– – ﹤0.01% 1900
2016
Q1 		$151K Buy
4,605
+618
+16% +$18.7K ﹤0.01% 1836
2015
Q4 		$132K Hold
3,987
– – ﹤0.01% 1927
2015
Q3 		$114K Hold
3,987
– – ﹤0.01% 1965
2015
Q2 		$109K Hold
3,987
– – ﹤0.01% 2042
2015
Q1 		$101K Hold
3,987
– – ﹤0.01% 2035
2014
Q4 		$103K Hold
3,987
– – ﹤0.01% 1949
2014
Q3 		$96K Buy
+3,987
New +$96.4K ﹤0.01% 1908

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

Legal & General Group's WSFS Position: Q1 2026 in Review

Legal & General Group reduced its WSFS Financial (WSFS) stake by 13% in Q1 2026, selling an estimated $1.15M and leaving 122,416 shares worth $8.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Legal & General Group first reported a position in WSFS in Q3 2014 and has held it in 47 quarters since. The position peaked at $8.95M in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Legal & General Group held 122,416 shares of WSFS Financial worth $8.01M as of Q1 2026.
  • Legal & General Group sold 18,168 WSFS Financial shares in Q1 2026, an estimated $1.15M.
  • WSFS Financial made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1232 holding.
  • Legal & General Group first reported a position in WSFS Financial in Q3 2014 and has held it in 47 quarters since.
  • Legal & General Group's WSFS Financial position peaked at $8.95M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.