Back to WSFS
Modera Wealth Management, LLC → WSFS
Modera Wealth Management, LLC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
5
Latest value
$772K
Q3 2026
Peak value
$796K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $551K |
| Q4 2025 | $564K |
| Q1 2026 | $669K |
| Q2 2026 | $796K |
| Q3 2026 | $772K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $772K | 10.2K | — | — |
| Q2 2026 | $796K | 10.4K | — | — |
| Q1 2026 | $669K | 10.2K | — | — |
| Q4 2025 | $564K | 10.2K | — | — |
| Q3 2025 | $551K | 10.2K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M