Costello Asset Management, INC

Position in WSFS — Wsfs Financial Corp

CIK 1760145 FEASTERVILLE, PA

Position in WSFS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$32,993

+$4,846 QoQ

Shares Held

430

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#289

of 352 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Costello Asset Management, INC holds $136,130 across 6 Banks - Regional names. WSFS ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	725	$50,800
2	WSFS	Wsfs Financial Corp This page	430	$32,993
3	STBA	S&T Bancorp Inc	666	$32,687
4	USB	US Bancorp De	152	$9,180
5	MTB	M&T Bank Corp	26	$6,188
6	TRST	Trustco Bank Corp N Y	78	$4,282

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,993	430	0.0%	Shares	Sole	2026-07-28
2026-03-31	$28,147	430	0.0%	Shares	Sole	2026-04-30
2025-12-31	$23,753	430	0.0%	Shares	Sole	2026-02-03
2025-09-30	$23,189	430	0.0%	Shares	Sole	2025-11-06
2025-06-30	$23,650	430	0.0%	Shares	Sole	2025-07-24
2025-03-31	$22,304	430	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.