Position in WSFS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$341,448
+$50,151 QoQ
Shares Held
4,450
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#217
of 352 holders
Holding Since
Sep 2021
15 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, 2026AFFINITY WEALTH MANAGEMENT LLC holds $2,766,467 across 5 Banks - Regional names. WSFS ranks #3 (12.3% of the industry book) .
All Filings in WSFS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,448 | 4,450 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $291,297 | 4,450 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $246,370 | 4,460 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $240,527 | 4,460 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $245,300 | 4,460 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $233,000 | 4,492 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $238,659 | 4,492 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $229,047 | 4,492 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $211,124 | 4,492 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $207,689 | 4,601 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $211,323 | 4,601 | Shares | Sole | 2024-01-11 | |
| 2022-12-31 | $208,609 | 4,601 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $213,762 | 4,601 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $230,602 | 4,601 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $236,077 | 4,601 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||