Position in WSFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$273,772
+$15,009 QoQ
Shares Held
3,568
-9.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#233
of 352 holders
Holding Since
Mar 2026
2 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, 2026Stillwater Private Wealth, LLC holds $517,895 across 2 Banks - Regional names. WSFS ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
This page
|
3,568 | $273,772 | |
| 2 | MPB |
Mid Penn Bancorp Inc
|
7,007 | $244,123 |
All Filings in WSFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,772 | 3,568 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $258,763 | 3,953 | Shares | Sole | 2026-06-03 | |
| No filing history on record for this holder in this stock. | ||||||