Zurich Cantonal Bank’s WSFS Financial WSFS Stock Holding History

Zurich Cantonal Bank’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	$1.17M	Buy	17,811 +2,432	+16%	+$153K	﹤0.01%	1336
2025 Q4	$850K	Sell	15,379 -3,815	-20%	-$209K	﹤0.01%	1434
2025 Q3	$1.04M	Buy	19,194 +3,747	+24%	+$212K	﹤0.01%	1265
2025 Q2	$850K	Buy	15,447 +4,775	+45%	+$248K	﹤0.01%	1322
2025 Q1	$554K	Hold	10,672	–	–	﹤0.01%	1542
2024 Q4	$567K	Hold	10,672	–	–	﹤0.01%	1554
2024 Q3	$544K	Hold	10,672	–	–	﹤0.01%	1509
2024 Q2	$502K	Sell	10,672 -2,488	-19%	-$110K	﹤0.01%	1489
2024 Q1	$594K	Hold	13,160	–	–	﹤0.01%	1356
2023 Q4	$604K	Buy	13,160 +710	+6%	+$27.9K	﹤0.01%	1386
2023 Q3	$454K	Buy	12,450 +1,652	+15%	+$65.9K	﹤0.01%	1457
2023 Q2	$407K	Buy	10,798 +1,345	+14%	+$47.8K	﹤0.01%	1479
2023 Q1	$356K	Buy	9,453 +81	+0.9%	+$3.72K	﹤0.01%	1506
2022 Q4	$425K	Buy	9,372 +844	+10%	+$39.7K	﹤0.01%	1347
2022 Q3	$396K	Hold	8,528	–	–	﹤0.01%	1344
2022 Q2	$342K	Hold	8,528	–	–	﹤0.01%	1469
2022 Q1	$398K	Buy	8,528 +1,630	+24%	+$84.5K	﹤0.01%	1472
2021 Q4	$346K	Buy	6,898 +2,149	+45%	+$113K	﹤0.01%	1719
2021 Q3	$244K	Buy	+4,749	New	+$214K	﹤0.01%	1787
2021 Q1	–	Sell	-7,159	Closed	-$321K	–	2643
2020 Q4	$321K	Buy	7,159 +1,002	+16%	+$36.8K	﹤0.01%	1552
2020 Q3	$166K	Hold	6,157	–	–	﹤0.01%	1735
2020 Q2	$177K	Buy	6,157 +1,935	+46%	+$51.2K	﹤0.01%	1598
2020 Q1	$105K	Buy	4,222 +1,328	+46%	+$48K	﹤0.01%	1587
2019 Q4	$127K	Hold	2,894	–	–	﹤0.01%	1576
2019 Q3	$128K	Hold	2,894	–	–	﹤0.01%	1481
2019 Q2	$120K	Hold	2,894	–	–	﹤0.01%	1512
2019 Q1	$112K	Buy	2,894 +444	+18%	+$18.5K	﹤0.01%	1514
2018 Q4	$93K	Buy	2,450 +697	+40%	+$29.3K	﹤0.01%	1644
2018 Q3	$83K	Hold	1,753	–	–	﹤0.01%	1831
2018 Q2	$93K	Hold	1,753	–	–	﹤0.01%	1689
2018 Q1	$84K	Hold	1,753	–	–	﹤0.01%	1710
2017 Q4	$84K	Buy	1,753 +906	+107%	+$44.7K	﹤0.01%	1680
2017 Q3	$41K	Hold	847	–	–	﹤0.01%	1932
2017 Q2	$38K	Hold	847	–	–	﹤0.01%	1920
2017 Q1	$39K	Hold	847	–	–	﹤0.01%	1932
2016 Q4	$39K	Hold	847	–	–	﹤0.01%	1866
2016 Q3	$31K	Buy	847 +165	+24%	+$5.95K	﹤0.01%	1980
2016 Q2	$22K	Hold	682	–	–	﹤0.01%	2037
2016 Q1	$22K	Hold	682	–	–	﹤0.01%	1978
2015 Q4	$22K	Buy	682 +322	+89%	+$10.3K	﹤0.01%	1997
2015 Q3	$10K	Buy	+360	New	+$10.1K	﹤0.01%	2029

Other funds holding WSFS

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zurich Cantonal Bank's WSFS Position: Q1 2026 in Review

Zurich Cantonal Bank increased its WSFS Financial (WSFS) stake by 16% in Q1 2026, buying an estimated $153K and bringing the position to 17,811 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Zurich Cantonal Bank first reported a position in WSFS in Q3 2015 and has held it in 41 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Zurich Cantonal Bank held 17,811 shares of WSFS Financial worth $1.17M as of Q1 2026.
Zurich Cantonal Bank bought 2,432 WSFS Financial shares in Q1 2026, an estimated $153K.
WSFS Financial made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1336 holding.
Zurich Cantonal Bank first reported a position in WSFS Financial in Q3 2015 and has held it in 41 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.