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 Q2	$891K	Hold	11,616	–	–	0.04%	165
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Univest Financial's WSFS Position: Q2 2026 in Review

Univest Financial held its WSFS Financial (WSFS) position steady in Q2 2026 at 11,616 shares worth $891K. 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 18 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Univest Financial held 11,616 shares of WSFS Financial worth $891K as of Q2 2026.
Univest Financial left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.04% of Univest Financial's portfolio in Q2 2026, its #165 holding.
Univest Financial first reported a position in WSFS Financial in Q1 2022 and has held it in 18 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.