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
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 $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

Pinnacle Wealth Planning Services's WSFS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its WSFS Financial (WSFS) stake by 0.93% in Q1 2026, buying an estimated $2.33K and bringing the position to 4,035 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #378.

Pinnacle Wealth Planning Services first reported a position in WSFS in Q4 2020 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,035 shares of WSFS Financial worth $264K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 37 WSFS Financial shares in Q1 2026, an estimated $2.33K.
  • WSFS Financial made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #378 holding.
  • Pinnacle Wealth Planning Services first reported a position in WSFS Financial in Q4 2020 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.