Marshall Financial Group (Pennsylvania)’s WSFS Financial WSFS Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2025 Q3	$651K	Hold	12,075	–	–	0.18%	36
2025 Q2	$664K	Hold	12,075	–	–	0.2%	34
2025 Q1	$626K	Hold	12,075	–	–	0.2%	34
2024 Q4	$642K	Hold	12,075	–	–	0.2%	37
2024 Q3	$616K	Hold	12,075	–	–	0.19%	38
2024 Q2	$568K	Hold	12,075	–	–	0.18%	39
2024 Q1	$545K	Hold	12,075	–	–	0.18%	39
2023 Q4	$555K	Hold	12,075	–	–	0.2%	38
2023 Q3	$441K	Hold	12,075	–	–	0.18%	37
2023 Q2	$455K	Hold	12,075	–	–	0.17%	37
2023 Q1	$454K	Hold	12,075	–	–	0.18%	39
2022 Q4	$547K	Hold	12,075	–	–	0.24%	37
2022 Q3	$561K	Hold	12,075	–	–	0.27%	36
2022 Q2	$484K	Hold	12,075	–	–	0.22%	39
2022 Q1	$563K	Buy	+12,075	New	+$626K	0.22%	39

Other funds holding WSFS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s WSFS Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) held its WSFS Financial (WSFS) position steady in Q3 2025 at 12,075 shares worth $651K. The position accounts for 0.18% of the portfolio, ranked #36.

Marshall Financial Group (Pennsylvania) first reported a position in WSFS in Q1 2022 and has held it in 15 quarters since. The position peaked at $664K in Q2 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 12,075 shares of WSFS Financial worth $651K as of Q3 2025.
Marshall Financial Group (Pennsylvania) left its WSFS Financial share count unchanged in Q3 2025.
WSFS Financial made up 0.18% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #36 holding.
Marshall Financial Group (Pennsylvania) first reported a position in WSFS Financial in Q1 2022 and has held it in 15 quarters since.
Marshall Financial Group (Pennsylvania)'s WSFS Financial position peaked at $664K in Q2 2025.
293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.