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
Q2 		$29.8M Sell
388,295
-28,444
-7% -$2.04M 0.01% 1288
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 $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

Raymond James Financial's WSFS Position: Q2 2026 in Review

Raymond James Financial reduced its WSFS Financial (WSFS) stake by 6.8% in Q2 2026, selling an estimated $2.04M and leaving 388,295 shares worth $29.8M. The position accounts for 0.01% of the portfolio, ranked #1288.

Raymond James Financial first reported a position in WSFS in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Raymond James Financial held 388,295 shares of WSFS Financial worth $29.8M as of Q2 2026.
  • Raymond James Financial sold 28,444 WSFS Financial shares in Q2 2026, an estimated $2.04M.
  • WSFS Financial made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1288 holding.
  • Raymond James Financial first reported a position in WSFS Financial in Q4 2024 and has held it in 7 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.