United Services Automobile Association’s WSFS Financial WSFS Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-3,942	Closed	-$204K	–	1030
2025 Q1	$204K	Buy	+3,942	New	+$212K	0.01%	1020
2019 Q3	–	Sell	-8,244	Closed	-$340K	–	1749
2019 Q2	$340K	Hold	8,244	–	–	﹤0.01%	1818
2019 Q1	$318K	Buy	+8,244	New	+$343K	﹤0.01%	1863
2018 Q4	–	Sell	-4,623	Closed	-$218K	–	2310
2018 Q3	$218K	Sell	4,623 -723	-14%	-$37.2K	﹤0.01%	2106
2018 Q2	$285K	Hold	5,346	–	–	﹤0.01%	1957
2018 Q1	$256K	Buy	+5,346	New	+$264K	﹤0.01%	1971

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

United Services Automobile Association's WSFS Position: Q2 2025 in Review

United Services Automobile Association sold out of WSFS Financial (WSFS) in Q2 2025, closing a stake of 3,942 shares — an estimated $204K sold.

United Services Automobile Association first reported a position in WSFS in Q1 2018 and held it in 6 quarters. The position peaked at $340K in Q2 2019. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

United Services Automobile Association reported no remaining WSFS Financial position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 3,942 WSFS Financial shares in Q2 2025, an estimated $204K.
United Services Automobile Association first reported a position in WSFS Financial in Q1 2018 and held it in 6 quarters.
United Services Automobile Association's WSFS Financial position peaked at $340K in Q2 2019.
285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.