Skip to main content
Equibles

Modera Wealth Management, LLC

Position in WSFS — Wsfs Financial Corp

CIK 1542143 WESTWOOD, NJ
Back to WSFS Full portfolio

Position in WSFS

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$795,920
+$127,312 QoQ
Shares Held
10,373
+1.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#155
of 356 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WSFS Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $51,733,019 across 12 Banks - Regional names. WSFS ranks #4 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 143,716 $35,385,753
2 TFC
Truist Financial Corp
 220,034 $10,962,093
3 HBAN
Huntington Bancshares Inc /Md/
 72,198 $1,280,070
4 WSFS
Wsfs Financial Corp
This page 		10,373 $795,920
5 FBNC
First Bancorp /Nc/
 12,351 $789,599
6 USB
US Bancorp \De\
 10,965 $662,286
7 BHRB
Burke & Herbert Financial Services Corp.
 8,200 $589,252
8 FCF
First Commonwealth Financial Corp /Pa/
 16,833 $342,214

All Filings in WSFS

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $795,920 10,373
2026-03-31 $668,608 10,214
2025-12-31 $564,497 10,219
2025-09-30 $550,948 10,216
2025-06-30 $957,880 17,416
2025-03-31 $945,797 18,234
2024-12-31 $970,100 18,259
2024-09-30 $1,664,364 32,641
2024-06-30 $1,646,927 35,041
2024-03-31 $2,967,323 65,736
2023-12-31 $3,018,887 65,728
2023-09-30 $2,401,006 65,781
2023-06-30 $2,488,426 65,971
2023-03-31 $2,481,658 65,984
2022-12-31 $2,987,633 65,894
2022-09-30 $3,544,061 76,282
2022-06-30 $3,827,352 95,469
2022-03-31 $5,353,421 114,831
2021-12-31 $621,387 12,398
2021-09-30 $573,748 11,182
2021-06-30 $520,969 11,182
2021-03-31 $556,751 11,182
2020-12-31 $501,848 11,182