Principal Financial Group
WSFS icon

Principal Financial Group’s WSFS Financial WSFS Stock Holding History

Principal Financial Group’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 		$41M Buy
534,461
+106,980
+25% +$7.67M 0.02% 598
2026
Q1 		$28M Buy
427,481
+166,837
+64% +$10.5M 0.01% 723
2025
Q4 		$14.4M Sell
260,644
-9,612
-4% -$526K 0.01% 1087
2025
Q3 		$14.6M Sell
270,256
-59,402
-18% -$3.35M 0.01% 1044
2025
Q2 		$18.1M Buy
329,658
+5,392
+2% +$280K 0.01% 890
2025
Q1 		$16.8M Buy
324,266
+7,012
+2% +$378K 0.01% 946
2024
Q4 		$16.9M Buy
317,254
+10,915
+4% +$594K 0.01% 965
2024
Q3 		$15.6M Sell
306,339
-22,251
-7% -$1.15M 0.01% 1001
2024
Q2 		$15.4M Sell
328,590
-12,677
-4% -$561K 0.01% 1017
2024
Q1 		$15.4M Buy
341,267
+24,658
+8% +$1.07M 0.01% 1080
2023
Q4 		$14.5M Sell
316,609
-12,770
-4% -$501K 0.01% 1092
2023
Q3 		$12M Sell
329,379
-20,044
-6% -$799K 0.01% 1120
2023
Q2 		$13.2M Sell
349,423
-22,880
-6% -$813K 0.01% 1102
2023
Q1 		$14M Sell
372,303
-3,857
-1% -$177K 0.01% 1082
2022
Q4 		$17.1M Sell
376,160
-15,266
-4% -$718K 0.01% 926
2022
Q3 		$18.2M Sell
391,426
-8,423
-2% -$394K 0.01% 824
2022
Q2 		$16M Sell
399,849
-37,852
-9% -$1.56M 0.01% 993
2022
Q1 		$20.4M Sell
437,701
-1,808
-0.4% -$93.7K 0.01% 888
2021
Q4 		$22M Sell
439,509
-30,948
-7% -$1.62M 0.01% 888
2021
Q3 		$24.1M Sell
470,457
-3,964
-0.8% -$178K 0.02% 799
2021
Q2 		$22.1M Buy
474,421
+98,018
+26% +$4.99M 0.01% 896
2021
Q1 		$18.7M Buy
376,403
+334,669
+802% +$16.1M 0.01% 971
2020
Q4 		$1.87M Buy
41,734
+1,589
+4% +$58.3K ﹤0.01% 1806
2020
Q3 		$1.08M Buy
40,145
+18,957
+89% +$535K ﹤0.01% 1856
2020
Q2 		$608K Sell
21,188
-2,456
-10% -$65K ﹤0.01% 1929
2020
Q1 		$589K Sell
23,644
-4,451
-16% -$161K ﹤0.01% 1834
2019
Q4 		$1.24M Sell
28,095
-4,875
-15% -$213K ﹤0.01% 1803
2019
Q3 		$1.45M Buy
32,970
+8,253
+33% +$347K ﹤0.01% 1772
2019
Q2 		$1.02M Buy
24,717
+18,308
+286% +$759K ﹤0.01% 1835
2019
Q1 		$247K Buy
+6,409
New +$267K ﹤0.01% 2085
2018
Q4 		– Sell
-13,926
Closed -$657K – 2314
2018
Q3 		$657K Buy
13,926
+1,544
+12% +$79.5K ﹤0.01% 1915
2018
Q2 		$660K Buy
12,382
+447
+4% +$23.2K ﹤0.01% 1914
2018
Q1 		$572K Buy
11,935
+1,113
+10% +$55K ﹤0.01% 1924
2017
Q4 		$518K Sell
10,822
-3,521
-25% -$174K ﹤0.01% 1953
2017
Q3 		$699K Sell
14,343
-5,162
-26% -$233K ﹤0.01% 1880
2017
Q2 		$884K Buy
19,505
+7,362
+61% +$337K ﹤0.01% 1862
2017
Q1 		$558K Sell
12,143
-6,250
-34% -$284K ﹤0.01% 1908
2016
Q4 		$853K Buy
+18,393
New +$740K ﹤0.01% 1839

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group's WSFS Position: Q2 2026 in Review

Principal Financial Group increased its WSFS Financial (WSFS) stake by 25% in Q2 2026, buying an estimated $7.67M and bringing the position to 534,461 shares worth $41M. The position accounts for 0.02% of the portfolio, ranked #598.

Principal Financial Group first reported a position in WSFS in Q4 2016 and has held it in 38 quarters since. 154 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Principal Financial Group held 534,461 shares of WSFS Financial worth $41M as of Q2 2026.
  • Principal Financial Group bought 106,980 WSFS Financial shares in Q2 2026, an estimated $7.67M.
  • WSFS Financial made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #598 holding.
  • Principal Financial Group first reported a position in WSFS Financial in Q4 2016 and has held it in 38 quarters since.
  • 154 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.