Position in WSFS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$760,383
+$118,716 QoQ
Shares Held
11,616
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UNIVEST FINANCIAL Corp holds $18,676,659 across 4 Banks - Regional names. WSFS ranks #2 (4.1% of the industry book) .
All Filings in WSFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $760,383 | 11,616 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $641,667 | 11,616 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $626,450 | 11,616 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $638,880 | 11,616 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $616,526 | 11,886 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $631,503 | 11,886 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $606,067 | 11,886 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $558,642 | 11,886 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $536,534 | 11,886 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $545,923 | 11,886 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $433,839 | 11,886 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $448,339 | 11,886 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $447,032 | 11,886 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $538,911 | 11,886 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $552,223 | 11,886 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $476,509 | 11,886 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $554,125 | 11,886 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||