Back to WSFS
Pinnacle Wealth Planning Services, Inc. → WSFS
Pinnacle Wealth Planning Services, Inc. WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
5
Latest value
$306K
Q3 2026
Peak value
$310K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $216K |
| Q4 2025 | $221K |
| Q1 2026 | $264K |
| Q2 2026 | $310K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 4.1K | — | — |
| Q2 2026 | $310K | 4.0K | — | — |
| Q1 2026 | $264K | 4.0K | — | — |
| Q4 2025 | $221K | 4.0K | — | — |
| Q3 2025 | $216K | 4.0K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M