Truist Financial
WSFS icon

Truist Financial’s WSFS Financial WSFS Stock Holding History

Truist Financial’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 		$263K Sell
4,021
-289
-7% -$18.2K ﹤0.01% 2468
2025
Q4 		$238K Hold
4,310
– – ﹤0.01% 2489
2025
Q3 		$232K Sell
4,310
-514
-11% -$29K ﹤0.01% 2466
2025
Q2 		$265K Sell
4,824
-68
-1% -$3.53K ﹤0.01% 2283
2025
Q1 		$254K Sell
4,892
-164
-3% -$8.83K ﹤0.01% 2241
2024
Q4 		$269K Sell
5,056
-100
-2% -$5.44K ﹤0.01% 2210
2024
Q3 		$263K Sell
5,156
-524
-9% -$27.2K ﹤0.01% 2214
2024
Q2 		$267K Sell
5,680
-166
-3% -$7.35K ﹤0.01% 2361
2024
Q1 		$264K Sell
5,846
-211
-3% -$9.18K ﹤0.01% 2353
2023
Q4 		$278K Sell
6,057
-50
-0.8% -$1.96K ﹤0.01% 2351
2023
Q3 		$223K Sell
6,107
-263
-4% -$10.5K ﹤0.01% 2403
2023
Q2 		$240K Sell
6,370
-5,776
-48% -$205K ﹤0.01% 2361
2023
Q1 		$457K Sell
12,146
-4,567
-27% -$210K ﹤0.01% 2035
2022
Q4 		$758K Buy
16,713
+3,075
+23% +$145K ﹤0.01% 1696
2022
Q3 		$633K Sell
13,638
-5,042
-27% -$236K ﹤0.01% 1705
2022
Q2 		$748K Sell
18,680
-328
-2% -$13.5K ﹤0.01% 1688
2022
Q1 		$886K Buy
+19,008
New +$985K ﹤0.01% 1693
2020
Q1 		– Sell
-7,207
Closed -$317K – 2589
2019
Q4 		$317K Buy
+7,207
New +$315K ﹤0.01% 2122

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

Truist Financial's WSFS Position: Q1 2026 in Review

Truist Financial reduced its WSFS Financial (WSFS) stake by 6.7% in Q1 2026, selling an estimated $18.2K and leaving 4,021 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Truist Financial first reported a position in WSFS in Q4 2019 and has held it in 18 quarters since. The position peaked at $886K in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Truist Financial held 4,021 shares of WSFS Financial worth $263K as of Q1 2026.
  • Truist Financial sold 289 WSFS Financial shares in Q1 2026, an estimated $18.2K.
  • WSFS Financial made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2468 holding.
  • Truist Financial first reported a position in WSFS Financial in Q4 2019 and has held it in 18 quarters since.
  • Truist Financial's WSFS Financial position peaked at $886K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.