Raymond James Financial
WSFS icon

Raymond James Financial’s WSFS Financial WSFS Stock Holding History

Raymond James Financial’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 		$26.9M Buy
416,739
+3,122
+0.8% +$197K 0.01% 1265
2025
Q4 		$23M Sell
413,617
-29,848
-7% -$1.63M 0.01% 1343
2025
Q3 		$23.9M Buy
443,465
+1,794
+0.4% +$101K 0.01% 1294
2025
Q2 		$24.3M Buy
441,671
+105,983
+32% +$5.5M 0.01% 1217
2025
Q1 		$17.4M Sell
335,688
-6,255
-2% -$337K 0.01% 1414
2024
Q4 		$18.2M Buy
+341,943
New +$18.6M 0.01% 1401

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

Raymond James Financial's WSFS Position: Q1 2026 in Review

Raymond James Financial increased its WSFS Financial (WSFS) stake by 0.75% in Q1 2026, buying an estimated $197K and bringing the position to 416,739 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #1265.

Raymond James Financial first reported a position in WSFS in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Raymond James Financial held 416,739 shares of WSFS Financial worth $26.9M as of Q1 2026.
  • Raymond James Financial bought 3,122 WSFS Financial shares in Q1 2026, an estimated $197K.
  • WSFS Financial made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1265 holding.
  • Raymond James Financial first reported a position in WSFS Financial in Q4 2024 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.