PFBT
WSFS icon

Parkside Financial Bank & Trust’s WSFS Financial WSFS Stock Holding History

Parkside Financial Bank & Trust’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 		$33.5K Sell
511
-1,087
-68% -$68.5K ﹤0.01% 1124
2025
Q4 		$88.3K Buy
1,598
+163
+11% +$8.92K 0.01% 735
2025
Q3 		$77.4K Sell
1,435
-2
-0.1% -$113 0.01% 760
2025
Q2 		$79K Buy
1,437
+212
+17% +$11K 0.01% 734
2025
Q1 		$63.5K Buy
1,225
+1,028
+522% +$55.4K 0.01% 750
2024
Q4 		$10.5K Buy
197
+53
+37% +$2.88K ﹤0.01% 1257
2024
Q3 		$7.34K Buy
144
+63
+78% +$3.27K ﹤0.01% 1337
2024
Q2 		$3.81K Buy
81
+76
+1,520% +$3.36K ﹤0.01% 1430
2024
Q1 		$226 Hold
5
– – ﹤0.01% 1914
2023
Q4 		$230 Buy
+5
New +$196 ﹤0.01% 1921
2023
Q2 		– Sell
-113
Closed -$4.25K – 2110
2023
Q1 		$4.25K Buy
113
+2
+2% +$92 ﹤0.01% 1423
2022
Q4 		$5.03K Sell
111
-6
-5% -$282 ﹤0.01% 1319
2022
Q3 		$5K Buy
117
+43
+58% +$2.01K ﹤0.01% 1251
2022
Q2 		$3K Buy
74
+18
+32% +$741 ﹤0.01% 1501
2022
Q1 		$3K Buy
56
+8
+17% +$415 ﹤0.01% 1537
2021
Q4 		$2K Buy
+48
New +$2.51K ﹤0.01% 1667
2021
Q3 		– Sell
-12
Closed -$1K – 1864
2021
Q2 		$1K Buy
+12
New +$611 ﹤0.01% 1685

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkside Financial Bank & Trust's WSFS Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its WSFS Financial (WSFS) stake by 68% in Q1 2026, selling an estimated $68.5K and leaving 511 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Parkside Financial Bank & Trust first reported a position in WSFS in Q2 2021 and has held it in 17 quarters since. The position peaked at $88.3K in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Parkside Financial Bank & Trust held 511 shares of WSFS Financial worth $33.5K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 1,087 WSFS Financial shares in Q1 2026, an estimated $68.5K.
  • WSFS Financial made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1124 holding.
  • Parkside Financial Bank & Trust first reported a position in WSFS Financial in Q2 2021 and has held it in 17 quarters since.
  • Parkside Financial Bank & Trust's WSFS Financial position peaked at $88.3K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.