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 Q3	$8.24K	Hold	109	–	–	﹤0.01%	690
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	$6.32K	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	$5.4K	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

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Private Wealth Management Group's WSFS Position: Q3 2026 in Review

Private Wealth Management Group held its WSFS Financial (WSFS) position steady in Q3 2026 at 109 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Private Wealth Management Group first reported a position in WSFS in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.36K in Q2 2026. 30 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Private Wealth Management Group held 109 shares of WSFS Financial worth $8.24K as of Q3 2026.
Private Wealth Management Group left its WSFS Financial share count unchanged in Q3 2026.
WSFS Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #690 holding.
Private Wealth Management Group first reported a position in WSFS Financial in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's WSFS Financial position peaked at $8.36K in Q2 2026.
30 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.