UBS Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3M | Buy |
248,889
+34,136
| +16% | +$2.15M | ﹤0.01% | 2819 |
|
|
2025
Q4 | $11.9M | Buy |
214,753
+51,234
| +31% | +$2.8M | ﹤0.01% | 3117 |
|
|
2025
Q3 | $8.82M | Buy |
163,519
+23,678
| +17% | +$1.34M | ﹤0.01% | 3445 |
|
|
2025
Q2 | $7.69M | Buy |
139,841
+36,020
| +35% | +$1.87M | ﹤0.01% | 3394 |
|
|
2025
Q1 | $5.39M | Buy |
103,821
+19,676
| +23% | +$1.06M | ﹤0.01% | 3711 |
|
|
2024
Q4 | $4.47M | Buy |
84,145
+35,791
| +74% | +$1.95M | ﹤0.01% | 3957 |
|
|
2024
Q3 | $2.47M | Buy |
48,354
+6,389
| +15% | +$331K | ﹤0.01% | 3794 |
|
|
2024
Q2 | $1.97M | Sell |
41,965
-9,548
| -19% | -$423K | ﹤0.01% | 3782 |
|
|
2024
Q1 | $2.33M | Buy |
51,513
+1,247
| +2% | +$54.3K | ﹤0.01% | 3791 |
|
|
2023
Q4 | $2.31M | Buy |
50,266
+35,752
| +246% | +$1.4M | ﹤0.01% | 3653 |
|
|
2023
Q3 | $530K | Sell |
14,514
-23,123
| -61% | -$922K | ﹤0.01% | 4602 |
|
|
2023
Q2 | $1.42M | Sell |
37,637
-1,177
| -3% | -$41.8K | ﹤0.01% | 3886 |
|
|
2023
Q1 | $1.46M | Buy |
38,814
+8,879
| +30% | +$408K | ﹤0.01% | 3753 |
|
|
2022
Q4 | $1.36M | Buy |
29,935
+24,156
| +418% | +$1.14M | ﹤0.01% | 3776 |
|
|
2022
Q3 | $269K | Buy |
5,779
+1,513
| +35% | +$70.7K | ﹤0.01% | 4850 |
|
|
2022
Q2 | $171K | Sell |
4,266
-15,765
| -79% | -$649K | ﹤0.01% | 5046 |
|
|
2022
Q1 | $934K | Sell |
20,031
-8,318
| -29% | -$431K | ﹤0.01% | 4169 |
|
|
2021
Q4 | $1.42M | Buy |
28,349
+21,775
| +331% | +$1.14M | ﹤0.01% | 4067 |
|
|
2021
Q3 | $337K | Sell |
6,574
-4,382
| -40% | -$197K | ﹤0.01% | 4975 |
|
|
2021
Q2 | $510K | Sell |
10,956
-14,155
| -56% | -$721K | ﹤0.01% | 4721 |
|
|
2021
Q1 | $1.25M | Buy |
25,111
+9,556
| +61% | +$460K | ﹤0.01% | 4029 |
|
|
2020
Q4 | $699K | Buy |
15,555
+7,226
| +87% | +$265K | ﹤0.01% | 4313 |
|
|
2020
Q3 | $225K | Sell |
8,329
-15,915
| -66% | -$449K | ﹤0.01% | 4728 |
|
|
2020
Q2 | $696K | Buy |
24,244
+19,664
| +429% | +$520K | ﹤0.01% | 3855 |
|
|
2020
Q1 | $114K | Sell |
4,580
-60,933
| -93% | -$2.2M | ﹤0.01% | 5178 |
|
|
2019
Q4 | $2.88M | Buy |
65,513
+19,202
| +41% | +$839K | ﹤0.01% | 3176 |
|
|
2019
Q3 | $2.04M | Buy |
46,311
+32,938
| +246% | +$1.39M | ﹤0.01% | 3275 |
|
|
2019
Q2 | $552K | Buy |
13,373
+11,170
| +507% | +$463K | ﹤0.01% | 4221 |
|
|
2019
Q1 | $85K | Buy |
2,203
+1,956
| +792% | +$81.3K | ﹤0.01% | 5191 |
|
|
2018
Q4 | $9K | Sell |
247
-482
| -66% | -$20.3K | ﹤0.01% | 7296 |
|
|
2018
Q3 | $35K | Sell |
729
-4,205
| -85% | -$216K | ﹤0.01% | 6435 |
|
|
2018
Q2 | $263K | Buy |
4,934
+3,280
| +198% | +$170K | ﹤0.01% | 4763 |
|
|
2018
Q1 | $79K | Sell |
1,654
-763
| -32% | -$37.7K | ﹤0.01% | 5389 |
|
|
2017
Q4 | $116K | Sell |
2,417
-1,359
| -36% | -$67K | ﹤0.01% | 5256 |
|
|
2017
Q3 | $185K | Buy |
3,776
+2,405
| +175% | +$108K | ﹤0.01% | 4896 |
|
|
2017
Q2 | $62K | Buy |
1,371
+163
| +13% | +$7.45K | ﹤0.01% | 5507 |
|
|
2017
Q1 | $56K | Sell |
1,208
-7,053
| -85% | -$320K | ﹤0.01% | 5442 |
|
|
2016
Q4 | $383K | Buy |
8,261
+5,813
| +237% | +$234K | ﹤0.01% | 4315 |
|
|
2016
Q3 | $89K | Buy |
2,448
+989
| +68% | +$35.6K | ﹤0.01% | 5055 |
|
|
2016
Q2 | $47K | Buy |
1,459
+741
| +103% | +$25.2K | ﹤0.01% | 5570 |
|
|
2016
Q1 | $23K | Sell |
718
-749
| -51% | -$22.6K | ﹤0.01% | 6096 |
|
|
2015
Q4 | $47K | Sell |
1,467
-3,588
| -71% | -$115K | ﹤0.01% | 5878 |
|
|
2015
Q3 | $146K | Buy |
5,055
+4,991
| +7,798% | +$140K | ﹤0.01% | 4898 |
|
|
2015
Q2 | $2K | Sell |
64
-557
| -90% | -$14.2K | ﹤0.01% | 8218 |
|
|
2015
Q1 | $16K | Sell |
621
-3,900
| -86% | -$99.5K | ﹤0.01% | 7227 |
|
|
2014
Q4 | $116K | Buy |
+4,521
| New | +$114K | ﹤0.01% | 5552 |
|
Other funds holding WSFS
VPM
VCM
NAMI
UBS Group's WSFS Position: Q1 2026 in Review
UBS Group increased its WSFS Financial (WSFS) stake by 16% in Q1 2026, buying an estimated $2.15M and bringing the position to 248,889 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2819.
UBS Group first reported a position in WSFS in Q4 2014 and has held it in 46 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- UBS Group held 248,889 shares of WSFS Financial worth $16.3M as of Q1 2026.
- UBS Group bought 34,136 WSFS Financial shares in Q1 2026, an estimated $2.15M.
- WSFS Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2819 holding.
- UBS Group first reported a position in WSFS Financial in Q4 2014 and has held it in 46 quarters since.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.