Private Trust Company
WSFS icon

Private Trust Company’s WSFS Financial WSFS Stock Holding History

Private Trust Company’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
Q3 		$10.3K Sell
136
-13
-9% -$1.03K ﹤0.01% 2077
2026
Q2 		$11.4K Sell
149
-10
-6% -$717 ﹤0.01% 2023
2026
Q1 		$10.4K Buy
159
+50
+46% +$3.15K ﹤0.01% 1961
2025
Q4 		$6.02K Hold
109
– – ﹤0.01% 2107
2025
Q3 		$5.88K Buy
109
+19
+21% +$1.07K ﹤0.01% 2106
2025
Q2 		$4.95K Hold
90
– – ﹤0.01% 2068
2025
Q1 		$4.67K Hold
90
– – ﹤0.01% 2061
2024
Q4 		$4.78K Hold
90
– – ﹤0.01% 1993
2024
Q3 		$4.59K Buy
+90
New +$4.66K ﹤0.01% 1977
2023
Q2 		– Sell
-109
Closed -$4.1K – 2379
2023
Q1 		$4.1K Sell
109
-110
-50% -$5.05K ﹤0.01% 1906
2022
Q4 		$10K Sell
219
-57
-21% -$2.68K ﹤0.01% 1569
2022
Q3 		$13K Hold
276
– – ﹤0.01% 1363
2022
Q2 		$11K Buy
+276
New +$11.4K ﹤0.01% 1474

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Wedge Capital Management
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Argent Capital Management
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State of Alaska Department of Revenue
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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Bailard
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Private Trust Company's WSFS Position: Q3 2026 in Review

Private Trust Company reduced its WSFS Financial (WSFS) stake by 8.7% in Q3 2026, selling an estimated $1.03K and leaving 136 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Private Trust Company first reported a position in WSFS in Q2 2022 and has held it in 13 quarters since. The position peaked at $13K in Q3 2022. 39 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Private Trust Company held 136 shares of WSFS Financial worth $10.3K as of Q3 2026.
  • Private Trust Company sold 13 WSFS Financial shares in Q3 2026, an estimated $1.03K.
  • WSFS Financial made up ﹤0.01% of Private Trust Company's portfolio in Q3 2026, its #2077 holding.
  • Private Trust Company first reported a position in WSFS Financial in Q2 2022 and has held it in 13 quarters since.
  • Private Trust Company's WSFS Financial position peaked at $13K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Private Trust Company's 13F filing for Q3 2026, filed 20 Oct 2026.