MORGAN STANLEY

Position in WSFS — Wsfs Financial Corp

CIK 895421 NEW YORK, NY

Back to WSFS Full portfolio

Position in WSFS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,267,820

+$5,094,235 QoQ

Shares Held

433,570

+0.7% QoQ

Ownership

0.849%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#25

of 352 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in WSFS Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. WSFS ranks #74 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in WSFS

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,267,820	433,570	+0.7%	Shares	Defined	2026-08-13
2026-03-31	$28,173,585	430,394	-17.7%	Shares	Defined	2026-05-15
2025-12-31	$28,880,627	522,821	+22.4%	Shares	Defined	2026-05-27
2025-09-30	$23,035,388	427,135	-1.9%	Shares	Defined	2026-05-27
2025-06-30	$23,941,225	435,295	+3.8%	Shares	Defined	2025-08-15
2025-03-31	$21,747,531	419,270	-11.8%	Shares	Defined	2025-05-15
2024-12-31	$25,250,135	475,252	-10.3%	Shares	Defined	2025-05-15
2024-09-30	$27,018,322	529,875	+30.4%	Shares	Defined	2025-05-14
2024-06-30	$19,092,622	406,226	-11.1%	Shares	Defined	2025-05-14
2024-03-31	$20,615,165	456,694	-13.9%	Shares	Defined	2024-10-17
2023-12-31	$24,350,935	530,175	+49.9%	Shares	Defined	2024-08-16
2023-09-30	$12,907,090	353,619	+7.7%	Shares	Defined	2023-11-15
2023-06-30	$12,386,528	328,381	-14.9%	Shares	Defined	2023-08-14
2023-03-31	$14,517,831	386,010	-5.0%	Shares	Defined	2023-05-15
2022-12-31	$18,420,686	406,279	+12.5%	Shares	Defined	2023-02-14
2022-09-30	$16,776,887	361,104	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$14,583,495	363,769	+21.8%	Shares	Defined	2022-10-27
2022-03-31	$13,925,299	298,698	+9.4%	Shares	Defined	2022-10-27
2021-12-31	$13,679,347	272,932	+20.8%	Shares	Defined	2022-02-14
2021-09-30	$11,593,284	225,946	+15.4%	Shares	Defined	2021-11-15
2021-06-30	$9,121,060	195,773	+61.2%	Shares	Defined	2021-08-23
2021-03-31	$6,048,438	121,479	+120.5%	Shares	Defined	2021-05-17
2020-12-31	$2,472,303	55,087	+141.4%	Shares	Defined	2021-02-16
2020-09-30	$615,373	22,817	-39.3%	Shares	Defined	2020-11-13
2020-06-30	$1,078,143	37,566	-10.8%	Shares	Defined	2020-08-14
2020-03-31	$1,049,279	42,106	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.