Universal-Beteiligungs- und Servicegesellschaft
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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
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 $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

Universal-Beteiligungs- und Servicegesellschaft's WSFS Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its WSFS Financial (WSFS) stake by 7.2% in Q1 2026, selling an estimated $313K and leaving 63,500 shares worth $4.16M. The position accounts for 0.01% of the portfolio, ranked #954.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WSFS in Q1 2025 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 63,500 shares of WSFS Financial worth $4.16M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 4,960 WSFS Financial shares in Q1 2026, an estimated $313K.
  • WSFS Financial made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #954 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in WSFS Financial in Q1 2025 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.