PAG
WSFS icon

Private Advisor Group’s WSFS Financial WSFS Stock Holding History

Private Advisor 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
Q1 		$1.61M Sell
24,576
-11
-0% -$693 0.01% 1147
2025
Q4 		$1.36M Sell
24,587
-319
-1% -$17.5K 0.01% 1234
2025
Q3 		$1.34M Buy
24,906
+34
+0.1% +$1.92K 0.01% 1204
2025
Q2 		$1.37M Sell
24,872
-948
-4% -$49.2K 0.01% 1140
2025
Q1 		$1.34M Sell
25,820
-462
-2% -$24.9K 0.01% 1093
2024
Q4 		$1.4M Sell
26,282
-2,373
-8% -$129K 0.01% 1056
2024
Q3 		$1.46M Sell
28,655
-205
-0.7% -$10.6K 0.01% 1042
2024
Q2 		$1.36M Sell
28,860
-13
-0% -$575 0.01% 1036
2024
Q1 		$1.3M Sell
28,873
-210
-0.7% -$9.14K 0.01% 1022
2023
Q4 		$1.34M Buy
29,083
+2,654
+10% +$104K 0.01% 960
2023
Q3 		$965K Buy
26,429
+4
+0% +$160 0.01% 1059
2023
Q2 		$997K Sell
26,425
-6,510
-20% -$231K 0.01% 1048
2023
Q1 		$1.24M Buy
32,935
+3
+0% +$138 0.01% 892
2022
Q4 		$297K Buy
32,932
+525
+2% +$24.7K 0.01% 753
2022
Q3 		$1.51M Buy
32,407
+83
+0.3% +$3.88K 0.02% 742
2022
Q2 		$1.3M Buy
32,324
+4,209
+15% +$173K 0.01% 956
2022
Q1 		$1.31M Buy
+28,115
New +$1.46M 0.01% 968
2020
Q3 		– Sell
-4,222
Closed -$121K – 3427
2020
Q2 		$121K Buy
+4,222
New +$112K ﹤0.01% 1597
2017
Q1 		– Sell
-7,180
Closed -$331K – 1462
2016
Q4 		$331K Buy
+7,180
New +$289K 0.01% 910

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

Private Advisor Group's WSFS Position: Q1 2026 in Review

Private Advisor Group reduced its WSFS Financial (WSFS) stake by 0.04% in Q1 2026, selling an estimated $693 and leaving 24,576 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1147.

Private Advisor Group first reported a position in WSFS in Q4 2016 and has held it in 19 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Private Advisor Group held 24,576 shares of WSFS Financial worth $1.61M as of Q1 2026.
  • Private Advisor Group sold 11 WSFS Financial shares in Q1 2026, an estimated $693.
  • WSFS Financial made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1147 holding.
  • Private Advisor Group first reported a position in WSFS Financial in Q4 2016 and has held it in 19 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.