UB
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UMB Bank’s WSFS Financial WSFS Stock Holding History

UMB Bank’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 		$17.7K Buy
270
+14
+5% +$882 ﹤0.01% 1650
2025
Q4 		$14.1K Buy
256
+18
+8% +$985 ﹤0.01% 1680
2025
Q3 		$12.8K Buy
238
+42
+21% +$2.37K ﹤0.01% 1587
2025
Q2 		$10.8K Sell
196
-66
-25% -$3.43K ﹤0.01% 1578
2025
Q1 		$13.6K Buy
262
+112
+75% +$6.03K ﹤0.01% 1440
2024
Q4 		$7.97K Hold
150
– – ﹤0.01% 1548
2024
Q3 		$7.65K Buy
150
+88
+142% +$4.56K ﹤0.01% 1583
2024
Q2 		$2.91K Buy
62
+36
+138% +$1.59K ﹤0.01% 1631
2024
Q1 		$1.17K Buy
+26
New +$1.13K ﹤0.01% 1714

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

UMB Bank's WSFS Position: Q1 2026 in Review

UMB Bank increased its WSFS Financial (WSFS) stake by 5.5% in Q1 2026, buying an estimated $882 and bringing the position to 270 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

UMB Bank first reported a position in WSFS in Q1 2024 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • UMB Bank held 270 shares of WSFS Financial worth $17.7K as of Q1 2026.
  • UMB Bank bought 14 WSFS Financial shares in Q1 2026, an estimated $882.
  • WSFS Financial made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1650 holding.
  • UMB Bank first reported a position in WSFS Financial in Q1 2024 and has held it in 9 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.