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Parkworth Wealth Management’s WSFS Financial WSFS Stock Holding History

Parkworth Wealth 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
2025
Q2 		$110 Hold
2
– – ﹤0.01% 1107
2025
Q1 		$104 Hold
2
– – ﹤0.01% 926
2024
Q4 		$106 Buy
+2
New +$109 ﹤0.01% 965

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Parkworth Wealth Management's WSFS Position: Q2 2025 in Review

Parkworth Wealth Management held its WSFS Financial (WSFS) position steady in Q2 2025 at 2 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Parkworth Wealth Management first reported a position in WSFS in Q4 2024 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of WSFS Financial worth $110 as of Q2 2025.
  • Parkworth Wealth Management left its WSFS Financial share count unchanged in Q2 2025.
  • WSFS Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1107 holding.
  • Parkworth Wealth Management first reported a position in WSFS Financial in Q4 2024 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.