MFS
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Montgomery Financial Services’s WSFS Financial WSFS Stock Holding History

Montgomery Financial Services’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 		$19.6K Buy
+256
New +$18.3K 0.02% 123

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

Montgomery Financial Services's WSFS Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in WSFS Financial (WSFS) in Q2 2026: 256 shares worth $19.6K. The stake represents 0.02% of the portfolio and ranks #123 among its holdings.

339 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Montgomery Financial Services held 256 shares of WSFS Financial worth $19.6K as of Q2 2026.
  • WSFS Financial was a new Montgomery Financial Services position in Q2 2026.
  • WSFS Financial made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #123 holding.
  • 339 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.