T. Rowe Price Investment Management
WSFS icon

T. Rowe Price Investment Management’s WSFS Financial WSFS Stock Holding History

T. Rowe Price 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 		$66.1M Sell
861,436
-47,122
-5% -$3.38M 0.04% 350
2026
Q1 		$59.5M Sell
908,558
-25,386
-3% -$1.6M 0.04% 323
2025
Q4 		$51.6M Sell
933,944
-308,164
-25% -$16.9M 0.03% 360
2025
Q3 		$67M Sell
1,242,108
-261,942
-17% -$14.8M 0.04% 335
2025
Q2 		$82.7M Sell
1,504,050
-816,716
-35% -$42.4M 0.05% 312
2025
Q1 		$120M Buy
2,320,766
+7,591
+0.3% +$409K 0.08% 242
2024
Q4 		$123M Buy
2,313,175
+19,895
+0.9% +$1.08M 0.08% 251
2024
Q3 		$117M Sell
2,293,280
-57,589
-2% -$2.98M 0.07% 269
2024
Q2 		$110M Sell
2,350,869
-21,136
-0.9% -$936K 0.07% 270
2024
Q1 		$107M Sell
2,372,005
-94,063
-4% -$4.09M 0.07% 282
2023
Q4 		$113M Sell
2,466,068
-48,672
-2% -$1.91M 0.07% 258
2023
Q3 		$91.8M Sell
2,514,740
-217,372
-8% -$8.67M 0.06% 273
2023
Q2 		$103M Buy
2,732,112
+225,708
+9% +$8.02M 0.07% 265
2023
Q1 		$94.3M Sell
2,506,404
-458,865
-15% -$21.1M 0.07% 269
2022
Q4 		$134M Sell
2,965,269
-41,756
-1% -$1.96M 0.1% 205
2022
Q3 		$140M Buy
+3,007,025
New +$141M 0.11% 186

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

T. Rowe Price Investment Management's WSFS Position: Q2 2026 in Review

T. Rowe Price Investment Management reduced its WSFS Financial (WSFS) stake by 5.2% in Q2 2026, selling an estimated $3.38M and leaving 861,436 shares worth $66.1M. The position accounts for 0.04% of the portfolio, ranked #350.

T. Rowe Price Investment Management first reported a position in WSFS in Q3 2022 and has held it in 16 quarters since. The position peaked at $140M in Q3 2022. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • T. Rowe Price Investment Management held 861,436 shares of WSFS Financial worth $66.1M as of Q2 2026.
  • T. Rowe Price Investment Management sold 47,122 WSFS Financial shares in Q2 2026, an estimated $3.38M.
  • WSFS Financial made up 0.04% of T. Rowe Price Investment Management's portfolio in Q2 2026, its #350 holding.
  • T. Rowe Price Investment Management first reported a position in WSFS Financial in Q3 2022 and has held it in 16 quarters since.
  • T. Rowe Price Investment Management's WSFS Financial position peaked at $140M in Q3 2022.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.