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Quarry LP’s WSFS Financial WSFS Stock Holding History

Quarry LP’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 		– Sell
-84
Closed -$4.64K – 2327
2025
Q4 		$4.64K Sell
84
-729
-90% -$39.9K ﹤0.01% 1707
2025
Q3 		$43.8K Buy
813
+500
+160% +$28.2K 0.01% 917
2025
Q2 		$17.2K Buy
+313
New +$16.3K ﹤0.01% 1227
2024
Q4 		– Sell
-184
Closed -$9.38K – 2051
2024
Q3 		$9.38K Buy
+184
New +$9.54K ﹤0.01% 1298
2024
Q2 		– Sell
-274
Closed -$12.4K – 2144
2024
Q1 		$12.4K Buy
274
+133
+94% +$5.79K ﹤0.01% 1112
2023
Q4 		$6.48K Buy
+141
New +$5.53K ﹤0.01% 1202
2023
Q2 		– Sell
-951
Closed -$35.8K – 1405
2023
Q1 		$35.8K Buy
+951
New +$43.7K 0.01% 402

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

Quarry LP's WSFS Position: Q1 2026 in Review

Quarry LP sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 84 shares — an estimated $4.64K sold.

Quarry LP first reported a position in WSFS in Q1 2023 and held it in 7 quarters. The position peaked at $43.8K in Q3 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Quarry LP reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Quarry LP sold 84 WSFS Financial shares in Q1 2026, an estimated $4.64K.
  • Quarry LP first reported a position in WSFS Financial in Q1 2023 and held it in 7 quarters.
  • Quarry LP's WSFS Financial position peaked at $43.8K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.