PWPS
WSFS icon

Pinnacle Wealth Planning Services’s WSFS Financial WSFS Stock Holding History

Pinnacle Wealth Planning Services’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 		$310K Buy
4,039
+4
+0.1% +$287 0.03% 358
2026
Q1 		$264K Buy
4,035
+37
+0.9% +$2.33K 0.03% 378
2025
Q4 		$221K Sell
3,998
-4
-0.1% -$219 0.02% 439
2025
Q3 		$216K Sell
4,002
-36
-0.9% -$2.03K 0.03% 423
2025
Q2 		$222K Buy
+4,038
New +$210K 0.03% 390
2021
Q1 		– Sell
-1,745
Closed -$78K – 1964
2020
Q4 		$78K Buy
+1,745
New +$64K 0.02% 580

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

Pinnacle Wealth Planning Services's WSFS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its WSFS Financial (WSFS) stake by 0.1% in Q2 2026, buying an estimated $287 and bringing the position to 4,039 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #358.

Pinnacle Wealth Planning Services first reported a position in WSFS in Q4 2020 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,039 shares of WSFS Financial worth $310K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 WSFS Financial shares in Q2 2026, an estimated $287.
  • WSFS Financial made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #358 holding.
  • Pinnacle Wealth Planning Services first reported a position in WSFS Financial in Q4 2020 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.