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Private Wealth Management Group’s WSFS Financial WSFS Stock Holding History

Private Wealth Management 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 		$8.36K Hold
109
– – ﹤0.01% 629
2026
Q1 		$7.14K Sell
109
-6
-5% -$378 ﹤0.01% 640
2025
Q4 		$6.35K Hold
115
– – ﹤0.01% 680
2025
Q3 		$6.2K Hold
115
– – ﹤0.01% 709
2025
Q2 		$6.33K Hold
115
– – ﹤0.01% 658
2025
Q1 		$5.97K Hold
115
– – ﹤0.01% 652
2024
Q4 		$6.11K Hold
115
– – ﹤0.01% 660
2024
Q3 		$5.86K Hold
115
– – ﹤0.01% 669
2024
Q2 		$5.41K Buy
115
+19
+20% +$841 ﹤0.01% 675
2024
Q1 		$4.33K Hold
96
– – ﹤0.01% 669
2023
Q4 		$4.41K Buy
+96
New +$3.77K ﹤0.01% 674

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Private Wealth Management Group's WSFS Position: Q2 2026 in Review

Private Wealth Management Group held its WSFS Financial (WSFS) position steady in Q2 2026 at 109 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Private Wealth Management Group first reported a position in WSFS in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Private Wealth Management Group held 109 shares of WSFS Financial worth $8.36K as of Q2 2026.
  • Private Wealth Management Group left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #629 holding.
  • Private Wealth Management Group first reported a position in WSFS Financial in Q4 2023 and has held it in 11 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.