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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
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 $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 Wealth Management Group's WSFS Position: Q1 2026 in Review

Private Wealth Management Group reduced its WSFS Financial (WSFS) stake by 5.2% in Q1 2026, selling an estimated $378 and leaving 109 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Private Wealth Management Group first reported a position in WSFS in Q4 2023 and has held it in 10 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Private Wealth Management Group held 109 shares of WSFS Financial worth $7.14K as of Q1 2026.
  • Private Wealth Management Group sold 6 WSFS Financial shares in Q1 2026, an estimated $378.
  • WSFS Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #640 holding.
  • Private Wealth Management Group first reported a position in WSFS Financial in Q4 2023 and has held it in 10 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.