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Principal Securities’s WSFS Financial WSFS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-361
Closed -$19.5K – 3507
2025
Q3 		$19.5K Hold
361
– – ﹤0.01% 2412
2025
Q2 		$19.9K Sell
361
-168
-32% -$8.72K ﹤0.01% 2324
2025
Q1 		$28.1K Hold
529
– – ﹤0.01% 2019
2024
Q4 		$28.1K Buy
529
+26
+5% +$1.42K ﹤0.01% 2015
2024
Q3 		$25.6K Buy
503
+23
+5% +$1.19K ﹤0.01% 1999
2024
Q2 		$22.6K Hold
480
– – ﹤0.01% 2008
2024
Q1 		$21.7K Buy
480
+19
+4% +$827 ﹤0.01% 1972
2023
Q4 		$21.2K Buy
+461
New +$18.1K ﹤0.01% 1895

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Securities's WSFS Position: Q4 2025 in Review

Principal Securities sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 361 shares — an estimated $19.5K sold.

Principal Securities first reported a position in WSFS in Q4 2023 and held it in 8 quarters. The position peaked at $28.1K in Q1 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Principal Securities reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 361 WSFS Financial shares in Q4 2025, an estimated $19.5K.
  • Principal Securities first reported a position in WSFS Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's WSFS Financial position peaked at $28.1K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.