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
2026 Q2	$15.7K	Buy	+204	New	+$14.6K	﹤0.01%	3513
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Steward Partners Investment Advisory's WSFS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in WSFS Financial (WSFS) in Q2 2026: 204 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #3513 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in WSFS as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in WSFS in Q1 2017 and has held it in 20 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Steward Partners Investment Advisory held 204 shares of WSFS Financial worth $15.7K as of Q2 2026.
WSFS Financial was a new Steward Partners Investment Advisory position in Q2 2026.
WSFS Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3513 holding.
Steward Partners Investment Advisory first reported a position in WSFS Financial in Q1 2017 and has held it in 20 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.