Universal-Beteiligungs- und Servicegesellschaft
WSFS icon

Universal-Beteiligungs- und Servicegesellschaft’s WSFS Financial WSFS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$4.17M Sell
54,392
-9,108
-14% -$653K 0.01% 1004
2026
Q1 		$4.16M Sell
63,500
-4,960
-7% -$313K 0.01% 954
2025
Q4 		$3.78M Buy
68,460
+198
+0.3% +$10.8K 0.01% 1012
2025
Q3 		$3.68M Buy
68,262
+4,480
+7% +$253K 0.01% 1010
2025
Q2 		$3.51M Buy
63,782
+354
+0.6% +$18.4K 0.01% 970
2025
Q1 		$3.29M Buy
+63,428
New +$3.42M 0.01% 957

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Universal-Beteiligungs- und Servicegesellschaft's WSFS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its WSFS Financial (WSFS) stake by 14% in Q2 2026, selling an estimated $653K and leaving 54,392 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #1004.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WSFS in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 54,392 shares of WSFS Financial worth $4.17M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 9,108 WSFS Financial shares in Q2 2026, an estimated $653K.
  • WSFS Financial made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1004 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in WSFS Financial in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.