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Steward Financial Group’s WSFS Financial WSFS Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+48
New +$1.92K ﹤0.01% 1292
2022
Q3 		– Sell
-27
Closed -$1K – 1341
2022
Q2 		$1K Buy
+27
New +$1.11K ﹤0.01% 903

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Steward Financial Group's WSFS Position: Q3 2023 in Review

Steward Financial Group opened a new position in WSFS Financial (WSFS) in Q3 2023: 48 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WSFS as recently as Q2 2022.

Steward Financial Group first reported a position in WSFS in Q2 2022 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold WSFS as of Q3 2023.

  • Steward Financial Group held 48 shares of WSFS Financial worth $1K as of Q3 2023.
  • WSFS Financial was a new Steward Financial Group position in Q3 2023.
  • WSFS Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1292 holding.
  • Steward Financial Group first reported a position in WSFS Financial in Q2 2022 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.