UF
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Univest Financial’s WSFS Financial WSFS Stock Holding History

Univest Financial’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 		$760K Hold
11,616
– – 0.04% 165
2025
Q4 		$642K Hold
11,616
– – 0.03% 184
2025
Q3 		$626K Hold
11,616
– – 0.04% 182
2025
Q2 		$639K Sell
11,616
-270
-2% -$14K 0.04% 179
2025
Q1 		$617K Hold
11,886
– – 0.04% 189
2024
Q4 		$632K Hold
11,886
– – 0.04% 187
2024
Q3 		$606K Hold
11,886
– – 0.04% 186
2024
Q2 		$559K Hold
11,886
– – 0.16% 66
2024
Q1 		$537K Hold
11,886
– – 0.15% 61
2023
Q4 		$546K Hold
11,886
– – 0.16% 66
2023
Q3 		$434K Hold
11,886
– – 0.14% 62
2023
Q2 		$448K Hold
11,886
– – 0.14% 66
2023
Q1 		$447K Hold
11,886
– – 0.14% 65
2022
Q4 		$539K Hold
11,886
– – 0.17% 67
2022
Q3 		$552K Hold
11,886
– – 0.18% 68
2022
Q2 		$477K Hold
11,886
– – 0.16% 66
2022
Q1 		$554K Buy
+11,886
New +$616K 0.16% 64

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

Univest Financial's WSFS Position: Q1 2026 in Review

Univest Financial held its WSFS Financial (WSFS) position steady in Q1 2026 at 11,616 shares worth $760K. The position accounts for 0.04% of the portfolio, ranked #165.

Univest Financial first reported a position in WSFS in Q1 2022 and has held it in 17 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Univest Financial held 11,616 shares of WSFS Financial worth $760K as of Q1 2026.
  • Univest Financial left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up 0.04% of Univest Financial's portfolio in Q1 2026, its #165 holding.
  • Univest Financial first reported a position in WSFS Financial in Q1 2022 and has held it in 17 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.