Parallel Advisors’s WSFS Financial WSFS Stock Holding History

Parallel Advisors’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 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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parallel Advisors's WSFS Position: Q1 2026 in Review

Parallel Advisors held its WSFS Financial (WSFS) position steady in Q1 2026 at 251 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Parallel Advisors first reported a position in WSFS in Q2 2017 and has held it in 30 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Parallel Advisors held 251 shares of WSFS Financial worth $16.4K as of Q1 2026.
Parallel Advisors left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2554 holding.
Parallel Advisors first reported a position in WSFS Financial in Q2 2017 and has held it in 30 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.