NSIM
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North Star Investment Management’s WSFS Financial WSFS Stock Holding History

North Star Investment Management’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 		$691 Hold
9
– – ﹤0.01% 1593
2026
Q1 		$589 Hold
9
– – ﹤0.01% 1566
2025
Q4 		$497 Buy
+9
New +$492 ﹤0.01% 1500

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Vanguard Capital Management
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Geode Capital Management
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NAMI
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North Star Investment Management's WSFS Position: Q2 2026 in Review

North Star Investment Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 9 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

North Star Investment Management first reported a position in WSFS in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • North Star Investment Management held 9 shares of WSFS Financial worth $691 as of Q2 2026.
  • North Star Investment Management left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1593 holding.
  • North Star Investment Management first reported a position in WSFS Financial in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.