PRINCIPAL FINANCIAL GROUP INC
Holdings in WSFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $14,397,973 | 260,644 | Shares | Defined | 2026-02-02 |
| 2025-09-30 | $14,574,905 | 270,256 | Shares | Defined | 2025-11-04 |
| 2025-06-30 | $18,131,190 | 329,658 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $16,819,676 | 324,266 | Shares | Defined | 2025-04-28 |
| 2024-12-31 | $16,855,704 | 317,254 | Shares | Defined | 2025-01-31 |
| 2024-06-30 | $15,443,730 | 328,590 | Shares | Defined | 2024-07-29 |
| 2024-03-31 | $15,404,792 | 341,267 | Shares | Defined | 2024-04-29 |
| 2023-12-31 | $14,541,850 | 316,609 | Shares | Defined | 2024-02-07 |
| 2023-09-30 | $12,022,333 | 329,379 | Shares | Defined | 2023-11-02 |
| 2023-06-30 | $13,180,235 | 349,423 | Shares | Defined | 2023-08-07 |
| 2023-03-31 | $14,002,315 | 372,303 | Shares | Defined | 2023-05-09 |
| 2022-12-31 | $17,055,093 | 376,160 | Shares | Defined | 2023-02-09 |
| 2022-09-30 | $18,185,651 | 391,426 | Shares | Defined | 2022-11-09 |
| 2022-06-30 | $16,029,946 | 399,849 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $20,405,620 | 437,701 | Shares | Defined | 2022-05-09 |
| 2021-12-31 | $22,028,191 | 439,509 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $24,139,148 | 470,457 | Shares | Defined | 2021-11-09 |
| 2021-06-30 | $22,103,274 | 474,421 | Shares | Defined | 2021-08-10 |
| 2020-09-30 | $1,082,710 | 40,145 | Shares | Defined | 2020-11-06 |
| 2020-06-30 | $608,095 | 21,188 | Shares | Defined | 2020-08-05 |
| 2020-03-31 | $589,208 | 23,644 | Shares | Defined | 2020-05-12 |