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
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 $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

Pathstone Holdings's WSFS Position: Q1 2026 in Review

Pathstone Holdings increased its WSFS Financial (WSFS) stake by 2% in Q1 2026, buying an estimated $39.7K and bringing the position to 32,926 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #984.

Pathstone Holdings first reported a position in WSFS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.32M in Q1 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Pathstone Holdings held 32,926 shares of WSFS Financial worth $2.16M as of Q1 2026.
  • Pathstone Holdings bought 630 WSFS Financial shares in Q1 2026, an estimated $39.7K.
  • WSFS Financial made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #984 holding.
  • Pathstone Holdings first reported a position in WSFS Financial in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's WSFS Financial position peaked at $2.32M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.