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Twin Peaks Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Twin Peaks Wealth Advisors’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 		$13.3K Buy
+203
New +$12.8K ﹤0.01% 912
2025
Q3 		– Sell
-249
Closed -$13.8K – 2158
2025
Q2 		$13.8K Buy
+249
New +$12.9K ﹤0.01% 768

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

Twin Peaks Wealth Advisors's WSFS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in WSFS Financial (WSFS) in Q1 2026: 203 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WSFS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WSFS in Q2 2025 and has held it in 2 quarters since. The position peaked at $13.8K in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 203 shares of WSFS Financial worth $13.3K as of Q1 2026.
  • WSFS Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #912 holding.
  • Twin Peaks Wealth Advisors first reported a position in WSFS Financial in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's WSFS Financial position peaked at $13.8K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.