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LOUNTZIS ASSET MANAGEMENT, LLC → WSFS
LOUNTZIS ASSET MANAGEMENT, LLC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $808K |
| Q1 2026 | $957K |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 14.6K | — | — |
| Q2 2026 | $1.1M | 14.6K | — | — |
| Q1 2026 | $957K | 14.6K | — | — |
| Q4 2025 | $808K | 14.6K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M