Pathstone Holdings
WSFS icon

Pathstone Holdings’s WSFS Financial WSFS Stock Holding History

Pathstone Holdings’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 		$3.48M Buy
45,351
+12,425
+38% +$891K 0.01% 820
2026
Q1 		$2.16M Buy
32,926
+630
+2% +$39.7K 0.01% 984
2025
Q4 		$1.78M Sell
32,296
-1,985
-6% -$109K 0.01% 1087
2025
Q3 		$1.85M Sell
34,281
-2,259
-6% -$128K 0.01% 1077
2025
Q2 		$2.01M Sell
36,540
-8,217
-18% -$427K 0.01% 992
2025
Q1 		$2.32M Buy
44,757
+3,226
+8% +$174K 0.01% 898
2024
Q4 		$2.21M Buy
41,531
+8,883
+27% +$483K 0.01% 915
2024
Q3 		$1.66M Buy
32,648
+1,884
+6% +$97.6K 0.01% 1093
2024
Q2 		$1.45M Buy
30,764
+4,232
+16% +$187K 0.01% 1097
2024
Q1 		$1.2M Buy
26,532
+12,271
+86% +$534K 0.01% 1173
2023
Q4 		$655K Buy
+14,261
New +$560K ﹤0.01% 1342

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Pathstone Holdings's WSFS Position: Q2 2026 in Review

Pathstone Holdings increased its WSFS Financial (WSFS) stake by 38% in Q2 2026, buying an estimated $891K and bringing the position to 45,351 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #820.

Pathstone Holdings first reported a position in WSFS in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Pathstone Holdings held 45,351 shares of WSFS Financial worth $3.48M as of Q2 2026.
  • Pathstone Holdings bought 12,425 WSFS Financial shares in Q2 2026, an estimated $891K.
  • WSFS Financial made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #820 holding.
  • Pathstone Holdings first reported a position in WSFS Financial in Q4 2023 and has held it in 11 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.