SG Americas Securities’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 | $3.12M | Buy |
47,704
+17,110
| +56% | +$1.08M | ﹤0.01% | 1216 |
|
|
2025
Q4 | $1.69M | Buy |
30,594
+23,618
| +339% | +$1.29M | ﹤0.01% | 1635 |
|
|
2025
Q3 | $376K | Sell |
6,976
-45,746
| -87% | -$2.58M | ﹤0.01% | 2331 |
|
|
2025
Q2 | $2.9M | Buy |
52,722
+43,924
| +499% | +$2.28M | 0.01% | 635 |
|
|
2025
Q1 | $456K | Buy |
+8,798
| New | +$474K | ﹤0.01% | 1857 |
|
|
2024
Q4 | – | Sell |
-2,488
| Closed | -$127K | – | 3683 |
|
|
2024
Q3 | $127K | Buy |
+2,488
| New | +$129K | ﹤0.01% | 2870 |
|
|
2024
Q2 | – | Sell |
-6,605
| Closed | -$298K | – | 3358 |
|
|
2024
Q1 | $298K | Buy |
+6,605
| New | +$287K | ﹤0.01% | 1696 |
|
|
2023
Q4 | – | Sell |
-34,745
| Closed | -$1.27M | – | 3490 |
|
|
2023
Q3 | $1.27M | Buy |
+34,745
| New | +$1.39M | 0.01% | 1076 |
|
|
2023
Q2 | – | Sell |
-7,648
| Closed | -$288K | – | 3253 |
|
|
2023
Q1 | $288K | Buy |
7,648
+4,365
| +133% | +$200K | ﹤0.01% | 2148 |
|
|
2022
Q4 | $149K | Sell |
3,283
-9,996
| -75% | -$470K | ﹤0.01% | 2431 |
|
|
2022
Q3 | $617K | Sell |
13,279
-2,784
| -17% | -$130K | 0.01% | 1360 |
|
|
2022
Q2 | $644K | Buy |
16,063
+10,794
| +205% | +$444K | 0.01% | 1731 |
|
|
2022
Q1 | $246K | Sell |
5,269
-70,841
| -93% | -$3.67M | ﹤0.01% | 2300 |
|
|
2021
Q4 | $3.81M | Buy |
76,110
+30,719
| +68% | +$1.61M | 0.02% | 625 |
|
|
2021
Q3 | $2.33M | Buy |
45,391
+43,242
| +2,012% | +$1.94M | 0.01% | 1125 |
|
|
2021
Q2 | $100K | Sell |
2,149
-5,837
| -73% | -$297K | ﹤0.01% | 2685 |
|
|
2021
Q1 | $398K | Sell |
7,986
-6,494
| -45% | -$313K | ﹤0.01% | 2178 |
|
|
2020
Q4 | $650K | Buy |
+14,480
| New | +$531K | ﹤0.01% | 1793 |
|
|
2020
Q3 | – | Sell |
-26,855
| Closed | -$771K | – | 3528 |
|
|
2020
Q2 | $771K | Buy |
26,855
+8,805
| +49% | +$233K | 0.01% | 1671 |
|
|
2020
Q1 | $450K | Buy |
18,050
+10,261
| +132% | +$371K | ﹤0.01% | 1926 |
|
|
2019
Q4 | $343K | Buy |
7,789
+2,202
| +39% | +$96.2K | ﹤0.01% | 2088 |
|
|
2019
Q3 | $246K | Sell |
5,587
-16,299
| -74% | -$686K | ﹤0.01% | 2256 |
|
|
2019
Q2 | $904K | Buy |
21,886
+17,991
| +462% | +$746K | 0.01% | 1495 |
|
|
2019
Q1 | $150K | Buy |
+3,895
| New | +$162K | ﹤0.01% | 2779 |
|
|
2018
Q3 | – | Sell |
-14,667
| Closed | -$782K | – | 3492 |
|
|
2018
Q2 | $782K | Buy |
14,667
+470
| +3% | +$24.4K | 0.01% | 1672 |
|
|
2018
Q1 | $680K | Buy |
14,197
+2,570
| +22% | +$127K | 0.01% | 1659 |
|
|
2017
Q4 | $556K | Sell |
11,627
-4,065
| -26% | -$200K | 0.01% | 1780 |
|
|
2017
Q3 | $765K | Buy |
15,692
+2,909
| +23% | +$131K | 0.01% | 1466 |
|
|
2017
Q2 | $580K | Buy |
12,783
+211
| +2% | +$9.64K | 0.01% | 1769 |
|
|
2017
Q1 | $578K | Sell |
12,572
-107
| -0.8% | -$4.86K | 0.01% | 1745 |
|
|
2016
Q4 | $588K | Buy |
12,679
+7,360
| +138% | +$296K | ﹤0.01% | 1599 |
|
|
2016
Q3 | $194K | Buy |
5,319
+1,936
| +57% | +$69.8K | ﹤0.01% | 2523 |
|
|
2016
Q2 | $109K | Buy |
+3,383
| New | +$115K | ﹤0.01% | 2359 |
|
Other funds holding WSFS
VPM
VCM
NAMI
SG Americas Securities's WSFS Position: Q1 2026 in Review
SG Americas Securities increased its WSFS Financial (WSFS) stake by 56% in Q1 2026, buying an estimated $1.08M and bringing the position to 47,704 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1216.
SG Americas Securities first reported a position in WSFS in Q2 2016 and has held it in 33 quarters since. The position peaked at $3.81M in Q4 2021. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- SG Americas Securities held 47,704 shares of WSFS Financial worth $3.12M as of Q1 2026.
- SG Americas Securities bought 17,110 WSFS Financial shares in Q1 2026, an estimated $1.08M.
- WSFS Financial made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1216 holding.
- SG Americas Securities first reported a position in WSFS Financial in Q2 2016 and has held it in 33 quarters since.
- SG Americas Securities's WSFS Financial position peaked at $3.81M in Q4 2021.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.