Pine Valley Investments’s WSFS Financial WSFS Stock Holding History

Pine Valley Investments’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	$600K	Buy	7,817 +11	+0.1%	+$788	0.02%	371
2026 Q1	$511K	Buy	7,806 +107	+1%	+$6.75K	0.02%	375
2025 Q4	$425K	Buy	7,699 +12	+0.2%	+$657	0.02%	381
2025 Q3	$415K	Buy	7,687 +12	+0.2%	+$678	0.02%	384
2025 Q2	$422K	Buy	7,675 +13	+0.2%	+$675	0.02%	369
2025 Q1	$397K	Buy	7,662 +10	+0.1%	+$538	0.02%	371
2024 Q4	$407K	Sell	7,652 -5	-0.1%	-$272	0.02%	366
2024 Q3	$390K	Buy	7,657 +11	+0.1%	+$570	0.02%	363
2024 Q2	$359K	Buy	7,646 +13	+0.2%	+$575	0.02%	358
2024 Q1	$345K	Buy	7,633 +14	+0.2%	+$609	0.02%	368
2023 Q4	$350K	Buy	7,619 +617	+9%	+$24.2K	0.03%	356
2023 Q3	$256K	Buy	7,002 +14	+0.2%	+$558	0.02%	393
2023 Q2	$264K	Buy	+6,988	New	+$248K	0.03%	331

Other funds holding WSFS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pine Valley Investments's WSFS Position: Q2 2026 in Review

Pine Valley Investments increased its WSFS Financial (WSFS) stake by 0.14% in Q2 2026, buying an estimated $788 and bringing the position to 7,817 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #371.

Pine Valley Investments first reported a position in WSFS in Q2 2023 and has held it in 13 quarters since. 119 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Pine Valley Investments held 7,817 shares of WSFS Financial worth $600K as of Q2 2026.
Pine Valley Investments bought 11 WSFS Financial shares in Q2 2026, an estimated $788.
WSFS Financial made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #371 holding.
Pine Valley Investments first reported a position in WSFS Financial in Q2 2023 and has held it in 13 quarters since.
119 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.