Pine Valley Investments Ltd Liability Co

Position in WSFS — Wsfs Financial Corp

CIK 1975417 MARLTON, NJ

Position in WSFS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$599,798

+$88,818 QoQ

Shares Held

7,817

+0.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#172

of 352 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $5,081,440 across 7 Banks - Regional names. WSFS ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/	66,736	$1,538,264
2	PNC	Pnc Financial Services Group, Inc.	4,912	$1,209,432
3	TFC	Truist Financial Corp	16,484	$821,232
4	WSFS	Wsfs Financial Corp This page	7,817	$599,798
5	USB	US Bancorp \De\	5,861	$354,004
6	VLY	Valley National Bancorp	23,989	$351,438
7	FITB	Fifth Third Bancorp	3,677	$207,272

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,798	7,817	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$510,980	7,806	+1.4%	Shares	Sole	2026-06-08
2025-12-31	$425,292	7,699	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$414,559	7,687	+0.2%	Shares	Sole	2026-02-17
2025-06-30	$422,125	7,675	+0.2%	Shares	Sole	2026-02-17
2025-03-31	$397,427	7,662	+0.1%	Shares	Sole	2026-02-17
2024-12-31	$406,550	7,652	-0.1%	Shares	Sole	2025-02-04
2024-09-30	$390,430	7,657	+0.1%	Shares	Sole	2024-11-25
2024-06-30	$359,362	7,646	+0.2%	Shares	Sole	2024-07-30
2024-03-31	$344,553	7,633	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$349,940	7,619	+8.8%	Shares	Sole	2024-02-14
2023-09-30	$255,573	7,002	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$263,587	6,988	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.