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TFC Financial Management’s WSFS Financial WSFS Stock Holding History

TFC Financial 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
Q1 		$66 Hold
1
– – ﹤0.01% 924
2025
Q4 		$56 Hold
1
– – ﹤0.01% 920
2025
Q3 		$54 Hold
1
– – ﹤0.01% 958
2025
Q2 		$55 Hold
1
– – ﹤0.01% 947
2025
Q1 		$52 Hold
1
– – ﹤0.01% 897
2024
Q4 		$54 Hold
1
– – ﹤0.01% 899
2024
Q3 		$51 Hold
1
– – ﹤0.01% 926
2024
Q2 		$47 Buy
+1
New +$44 ﹤0.01% 918

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFC Financial Management's WSFS Position: Q1 2026 in Review

TFC Financial Management held its WSFS Financial (WSFS) position steady in Q1 2026 at 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #924.

TFC Financial Management first reported a position in WSFS in Q2 2024 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • TFC Financial Management held 1 share of WSFS Financial worth $66 as of Q1 2026.
  • TFC Financial Management left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #924 holding.
  • TFC Financial Management first reported a position in WSFS Financial in Q2 2024 and has held it in 8 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.