Parallel Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.3K | Hold |
251
| – | – | ﹤0.01% | 2634 |
|
|
2026
Q1 | $16.4K | Hold |
251
| – | – | ﹤0.01% | 2554 |
|
|
2025
Q4 | $13.9K | Hold |
251
| – | – | ﹤0.01% | 2478 |
|
|
2025
Q3 | $13.5K | Hold |
251
| – | – | ﹤0.01% | 2420 |
|
|
2025
Q2 | $13.8K | Hold |
251
| – | – | ﹤0.01% | 2353 |
|
|
2025
Q1 | $13K | Hold |
251
| – | – | ﹤0.01% | 2330 |
|
|
2024
Q4 | $13.3K | Hold |
251
| – | – | ﹤0.01% | 2320 |
|
|
2024
Q3 | $12.8K | Hold |
251
| – | – | ﹤0.01% | 2313 |
|
|
2024
Q2 | $11.8K | Hold |
251
| – | – | ﹤0.01% | 2243 |
|
|
2024
Q1 | $11.3K | Hold |
251
| – | – | ﹤0.01% | 2248 |
|
|
2023
Q4 | $11.5K | Hold |
251
| – | – | ﹤0.01% | 2232 |
|
|
2023
Q3 | $9.17K | Hold |
251
| – | – | ﹤0.01% | 2244 |
|
|
2023
Q2 | $9.47K | Hold |
251
| – | – | ﹤0.01% | 2189 |
|
|
2023
Q1 | $9.45K | Hold |
251
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q4 | $11.4K | Hold |
251
| – | – | ﹤0.01% | 1977 |
|
|
2022
Q3 | $12K | Hold |
251
| – | – | ﹤0.01% | 1945 |
|
|
2022
Q2 | $10K | Sell |
251
-61
| -20% | -$2.51K | ﹤0.01% | 1996 |
|
|
2022
Q1 | $15K | Buy |
312
+54
| +21% | +$2.8K | ﹤0.01% | 1852 |
|
|
2021
Q4 | $13K | Hold |
258
| – | – | ﹤0.01% | 2008 |
|
|
2021
Q3 | $13K | Hold |
258
| – | – | ﹤0.01% | 1963 |
|
|
2021
Q2 | $12K | Hold |
258
| – | – | ﹤0.01% | 1943 |
|
|
2021
Q1 | $13K | Hold |
258
| – | – | ﹤0.01% | 1821 |
|
|
2020
Q4 | $12K | Hold |
258
| – | – | ﹤0.01% | 1725 |
|
|
2020
Q3 | $7K | Hold |
258
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q2 | $7K | Buy |
258
+8
| +3% | +$212 | ﹤0.01% | 1869 |
|
|
2020
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 1697 |
|
|
2019
Q3 | $11K | Hold |
250
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 1610 |
|
|
2019
Q1 | $10K | Buy |
+250
| New | +$10.4K | ﹤0.01% | 1541 |
|
|
2017
Q3 | – | Sell |
-5
| Closed | – | – | 2233 |
|
|
2017
Q2 | $0 | Buy |
+5
| New | +$229 | ﹤0.01% | 2225 |
|
Other funds holding WSFS
NAMI
Parallel Advisors's WSFS Position: Q2 2026 in Review
Parallel Advisors held its WSFS Financial (WSFS) position steady in Q2 2026 at 251 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.
Parallel Advisors first reported a position in WSFS in Q2 2017 and has held it in 31 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.
- Parallel Advisors held 251 shares of WSFS Financial worth $19.3K as of Q2 2026.
- Parallel Advisors left its WSFS Financial share count unchanged in Q2 2026.
- WSFS Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2634 holding.
- Parallel Advisors first reported a position in WSFS Financial in Q2 2017 and has held it in 31 quarters since.
- 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.
Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.