Steward Partners Investment Advisory’s WSFS Financial WSFS Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-20	Closed	-$1.1K	–	4404
2025 Q2	$1.1K	Sell	20 -168	-89%	-$8.72K	﹤0.01%	3845
2025 Q1	$9.75K	Buy	188 +17	+10%	+$915	﹤0.01%	3110
2024 Q4	$9.09K	Buy	171 +30	+21%	+$1.63K	﹤0.01%	3134
2024 Q3	$7.19K	Hold	141	–	–	﹤0.01%	3071
2024 Q2	$6.63K	Hold	141	–	–	﹤0.01%	2957
2024 Q1	$6.37K	Hold	141	–	–	﹤0.01%	2969
2023 Q4	$6.48K	Buy	+141	New	+$5.53K	﹤0.01%	2868
2020 Q3	–	Sell	-93	Closed	-$3K	–	2864
2020 Q2	$3K	Hold	93	–	–	﹤0.01%	2428
2020 Q1	$2K	Hold	93	–	–	﹤0.01%	2330
2019 Q4	$4K	Hold	93	–	–	﹤0.01%	2320
2019 Q3	$4K	Hold	93	–	–	﹤0.01%	2323
2019 Q2	$3K	Buy	+93	New	+$3.85K	﹤0.01%	2387
2018 Q4	–	Sell	-93	Closed	-$4K	–	2174
2018 Q3	$4K	Hold	93	–	–	﹤0.01%	2233
2018 Q2	$5K	Hold	93	–	–	﹤0.01%	2020
2018 Q1	$4K	Hold	93	–	–	﹤0.01%	1874
2017 Q4	$4K	Hold	93	–	–	﹤0.01%	1590
2017 Q3	$4K	Hold	93	–	–	﹤0.01%	1370
2017 Q2	$4K	Hold	93	–	–	﹤0.01%	1301
2017 Q1	$4K	Buy	+93	New	+$4.22K	﹤0.01%	1195

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Steward Partners Investment Advisory's WSFS Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 20 shares — an estimated $1.1K sold.

Steward Partners Investment Advisory first reported a position in WSFS in Q1 2017 and held it in 19 quarters. The position peaked at $9.75K in Q1 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

Steward Partners Investment Advisory reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 20 WSFS Financial shares in Q3 2025, an estimated $1.1K.
Steward Partners Investment Advisory first reported a position in WSFS Financial in Q1 2017 and held it in 19 quarters.
Steward Partners Investment Advisory's WSFS Financial position peaked at $9.75K in Q1 2025.
293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.