BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in WSFS — Wsfs Financial Corp
CIK 1352860
BLUE BELL, PA
Position in WSFS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$231,647
+$34,024 QoQ
Shares Held
3,019
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#245
of 352 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $801,425 across 10 Banks - Regional names. WSFS ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
This page
|
3,019 | $231,647 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
855 | $210,518 | |
| 3 | USB |
US Bancorp \De\
|
1,705 | $102,982 | |
| 4 | OCFC |
Oceanfirst Financial Corp
|
4,399 | $85,912 | |
| 5 | FULT |
Fulton Financial Corp
|
2,697 | $65,240 | |
| 6 | MTB |
M&T Bank Corp
|
182 | $43,317 | |
| 7 | UVSP |
UNIVEST FINANCIAL Corp
|
550 | $24,062 | |
| 8 | KEY |
Keycorp /New/
|
1,043 | $24,041 |
All Filings in WSFS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,647 | 3,019 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $197,623 | 3,019 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $166,769 | 3,019 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $162,814 | 3,019 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $166,045 | 3,019 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $156,595 | 3,019 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $160,399 | 3,019 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $153,938 | 3,019 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $141,893 | 3,019 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $136,277 | 3,019 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $138,662 | 3,019 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $110,193 | 3,019 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $113,876 | 3,019 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $113,544 | 3,019 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $136,881 | 3,019 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $140,262 | 3,019 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $121,031 | 3,019 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $140,745 | 3,019 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||