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Ascent Group, LLC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
8
Latest value
$6K
Q3 2026
Peak value
$328K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3K |
| Q4 2025 | $236K |
| Q1 2026 | $280K |
| Q1 2026 | $5K |
| Q2 2026 | $6K |
| Q2 2026 | $328K |
| Q3 2026 | $323K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 73 | — | — |
| Q3 2026 | $323K | 4.3K | — | — |
| Q2 2026 | $328K | 4.3K | — | — |
| Q2 2026 | $6K | 73 | — | — |
| Q1 2026 | $5K | 73 | — | — |
| Q1 2026 | $280K | 4.3K | — | — |
| Q4 2025 | $236K | 4.3K | — | — |
| Q4 2025 | $3K | 56 | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M