M&T Bank
WSFS icon

M&T Bank’s WSFS Financial WSFS Stock Holding History

M&T Bank’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
Q2 		– Sell
-4,250
Closed -$278K – 1849
2026
Q1 		$278K Buy
+4,250
New +$268K ﹤0.01% 1412
2023
Q1 		– Sell
-6,904
Closed -$313K – 1757
2022
Q4 		$313K Buy
6,904
+499
+8% +$23.5K ﹤0.01% 1279
2022
Q3 		$297K Sell
6,405
-1,672
-21% -$78.1K ﹤0.01% 1274
2022
Q2 		$324K Buy
8,077
+200
+3% +$8.23K ﹤0.01% 1153
2022
Q1 		$368K Buy
+7,877
New +$408K ﹤0.01% 1112

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

M&T Bank's WSFS Position: Q2 2026 in Review

M&T Bank sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 4,250 shares — an estimated $278K sold.

M&T Bank first reported a position in WSFS in Q1 2022 and held it in 5 quarters. The position peaked at $368K in Q1 2022. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • M&T Bank reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • M&T Bank sold 4,250 WSFS Financial shares in Q2 2026, an estimated $278K.
  • M&T Bank first reported a position in WSFS Financial in Q1 2022 and held it in 5 quarters.
  • M&T Bank's WSFS Financial position peaked at $368K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.