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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
Q2 		– Sell
-203
Closed -$13.3K – 2227
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

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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

Twin Peaks Wealth Advisors's WSFS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 203 shares — an estimated $13.3K sold.

Twin Peaks Wealth Advisors first reported a position in WSFS in Q2 2025 and held it in 2 quarters. The position peaked at $13.8K in Q2 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 203 WSFS Financial shares in Q2 2026, an estimated $13.3K.
  • Twin Peaks Wealth Advisors first reported a position in WSFS Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's WSFS Financial position peaked at $13.8K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.