Position in WSFS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$502,121
+$74,995 QoQ
Shares Held
6,544
+0.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#185
of 352 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PLANNING DIRECTIONS INC holds $765,352 across 2 Banks - Regional names. WSFS ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
This page
|
6,544 | $502,121 | |
| 2 | ACNB |
Acnb Corp
|
4,433 | $263,231 |
All Filings in WSFS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,121 | 6,544 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $427,126 | 6,525 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $342,211 | 6,195 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $333,071 | 6,176 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $338,635 | 6,157 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||