Royal Bank of Canada’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.19M | Sell |
64,041
-66,909
| -51% | -$4.22M | ﹤0.01% | 2541 |
|
|
2025
Q4 | $7.23M | Sell |
130,950
-56,351
| -30% | -$3.08M | ﹤0.01% | 2170 |
|
|
2025
Q3 | $10.1M | Sell |
187,301
-16,355
| -8% | -$923K | ﹤0.01% | 2145 |
|
|
2025
Q2 | $11.2M | Sell |
203,656
-19,396
| -9% | -$1.01M | ﹤0.01% | 1947 |
|
|
2025
Q1 | $11.6M | Buy |
223,052
+2,237
| +1% | +$120K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $11.7M | Buy |
220,815
+16,176
| +8% | +$880K | ﹤0.01% | 1696 |
|
|
2024
Q3 | $10.4M | Buy |
204,639
+115,865
| +131% | +$6M | ﹤0.01% | 1756 |
|
|
2024
Q2 | $4.17M | Sell |
88,774
-5,004
| -5% | -$221K | ﹤0.01% | 2324 |
|
|
2024
Q1 | $4.23M | Sell |
93,778
-22,805
| -20% | -$992K | ﹤0.01% | 2309 |
|
|
2023
Q4 | $5.35M | Buy |
116,583
+42,721
| +58% | +$1.68M | ﹤0.01% | 2184 |
|
|
2023
Q3 | $2.7M | Buy |
73,862
+284
| +0.4% | +$11.3K | ﹤0.01% | 2603 |
|
|
2023
Q2 | $2.77M | Sell |
73,578
-2,008
| -3% | -$71.4K | ﹤0.01% | 2572 |
|
|
2023
Q1 | $2.84M | Buy |
75,586
+4,563
| +6% | +$209K | ﹤0.01% | 2531 |
|
|
2022
Q4 | $3.22M | Buy |
71,023
+15,090
| +27% | +$710K | ﹤0.01% | 2500 |
|
|
2022
Q3 | $2.6M | Sell |
55,933
-10,938
| -16% | -$511K | ﹤0.01% | 2616 |
|
|
2022
Q2 | $2.68M | Buy |
66,871
+9,802
| +17% | +$403K | ﹤0.01% | 2617 |
|
|
2022
Q1 | $2.66M | Buy |
57,069
+36,284
| +175% | +$1.88M | ﹤0.01% | 2790 |
|
|
2021
Q4 | $1.04M | Sell |
20,785
-5,493
| -21% | -$288K | ﹤0.01% | 3768 |
|
|
2021
Q3 | $1.35M | Sell |
26,278
-987
| -4% | -$44.4K | ﹤0.01% | 3418 |
|
|
2021
Q2 | $1.27M | Sell |
27,265
-2,138
| -7% | -$109K | ﹤0.01% | 3459 |
|
|
2021
Q1 | $1.46M | Sell |
29,403
-17,979
| -38% | -$866K | ﹤0.01% | 3268 |
|
|
2020
Q4 | $2.13M | Sell |
47,382
-31,419
| -40% | -$1.15M | ﹤0.01% | 2857 |
|
|
2020
Q3 | $2.13M | Sell |
78,801
-27,934
| -26% | -$789K | ﹤0.01% | 2644 |
|
|
2020
Q2 | $3.06M | Buy |
106,735
+37,099
| +53% | +$982K | ﹤0.01% | 2296 |
|
|
2020
Q1 | $1.74M | Buy |
69,636
+18,348
| +36% | +$663K | ﹤0.01% | 2596 |
|
|
2019
Q4 | $2.25M | Buy |
51,288
+49,119
| +2,265% | +$2.15M | ﹤0.01% | 2791 |
|
|
2019
Q3 | $95K | Buy |
2,169
+71
| +3% | +$2.99K | ﹤0.01% | 4820 |
|
|
2019
Q2 | $86K | Sell |
2,098
-321
| -13% | -$13.3K | ﹤0.01% | 4962 |
|
|
2019
Q1 | $93K | Buy |
2,419
+1,617
| +202% | +$67.2K | ﹤0.01% | 4820 |
|
|
2018
Q4 | $30K | Sell |
802
-514
| -39% | -$21.6K | ﹤0.01% | 5385 |
|
|
2018
Q3 | $62K | Buy |
1,316
+803
| +157% | +$41.3K | ﹤0.01% | 5132 |
|
|
2018
Q2 | $28K | Buy |
513
+27
| +6% | +$1.4K | ﹤0.01% | 5403 |
|
|
2018
Q1 | $23K | Sell |
486
-92
| -16% | -$4.55K | ﹤0.01% | 5405 |
|
|
2017
Q4 | $27K | Sell |
578
-2,443
| -81% | -$120K | ﹤0.01% | 5469 |
|
|
2017
Q3 | $147K | Sell |
3,021
-2,191
| -42% | -$98.8K | ﹤0.01% | 4745 |
|
|
2017
Q2 | $236K | Sell |
5,212
-3,491
| -40% | -$160K | ﹤0.01% | 4262 |
|
|
2017
Q1 | $399K | Sell |
8,703
-951
| -10% | -$43.2K | ﹤0.01% | 3815 |
|
|
2016
Q4 | $447K | Buy |
9,654
+2,160
| +29% | +$86.8K | ﹤0.01% | 3858 |
|
|
2016
Q3 | $273K | Sell |
7,494
-5,212
| -41% | -$188K | ﹤0.01% | 4207 |
|
|
2016
Q2 | $409K | Buy |
12,706
+575
| +5% | +$19.6K | ﹤0.01% | 3860 |
|
|
2016
Q1 | $395K | Sell |
12,131
-10,296
| -46% | -$311K | ﹤0.01% | 3853 |
|
|
2015
Q4 | $725K | Buy |
22,427
+17,075
| +319% | +$545K | ﹤0.01% | 3416 |
|
|
2015
Q3 | $154K | Sell |
5,352
-47,550
| -90% | -$1.34M | ﹤0.01% | 4507 |
|
|
2015
Q2 | $1.45M | Buy |
52,902
+27,807
| +111% | +$707K | ﹤0.01% | 2585 |
|
|
2015
Q1 | $633K | Sell |
25,095
-7,266
| -22% | -$185K | ﹤0.01% | 3284 |
|
|
2014
Q4 | $829K | Buy |
+32,361
| New | +$817K | ﹤0.01% | 3081 |
|
|
2014
Q2 | – | Sell |
-5,346
| Closed | -$127K | – | 6158 |
|
|
2014
Q1 | $127K | Buy |
+5,346
| New | +$129K | ﹤0.01% | 4410 |
|
|
2013
Q4 | – | Sell |
-5,682
| Closed | -$114K | – | 6171 |
|
|
2013
Q3 | $114K | Buy |
+5,682
| New | +$114K | ﹤0.01% | 4403 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Royal Bank of Canada's WSFS Position: Q1 2026 in Review
Royal Bank of Canada reduced its WSFS Financial (WSFS) stake by 51% in Q1 2026, selling an estimated $4.22M and leaving 64,041 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2541.
Royal Bank of Canada first reported a position in WSFS in Q3 2013 and has held it in 48 quarters since. The position peaked at $11.7M in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Royal Bank of Canada held 64,041 shares of WSFS Financial worth $4.19M as of Q1 2026.
- Royal Bank of Canada sold 66,909 WSFS Financial shares in Q1 2026, an estimated $4.22M.
- WSFS Financial made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2541 holding.
- Royal Bank of Canada first reported a position in WSFS Financial in Q3 2013 and has held it in 48 quarters since.
- Royal Bank of Canada's WSFS Financial position peaked at $11.7M in Q4 2024.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.