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Stone House Investment Management’s WSFS Financial WSFS Stock Holding History

Stone House Investment Management’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 		$230 Hold
3
– – ﹤0.01% 1183
2026
Q1 		$196 Buy
+3
New +$189 ﹤0.01% 946

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Stone House Investment Management's WSFS Position: Q2 2026 in Review

Stone House Investment Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 3 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Stone House Investment Management first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Stone House Investment Management held 3 shares of WSFS Financial worth $230 as of Q2 2026.
  • Stone House Investment Management left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1183 holding.
  • Stone House Investment Management first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.