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PRINCIPAL FINANCIAL GROUP INC → WSFS
PRINCIPAL FINANCIAL GROUP INC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
10
Latest value
$203K
Q3 2026
Peak value
$43.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $211K |
| Q3 2025 | $14.4M |
| Q4 2025 | $14.3M |
| Q4 2025 | $133K |
| Q1 2026 | $148K |
| Q1 2026 | $27.8M |
| Q2 2026 | $40.9M |
| Q2 2026 | $86K |
| Q3 2026 | $43.2M |
| Q3 2026 | $203K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $203K | 2.7K | — | — |
| Q3 2026 | $43.2M | 571.1K | — | — |
| Q2 2026 | $86K | 1.1K | — | — |
| Q2 2026 | $40.9M | 533.3K | — | — |
| Q1 2026 | $27.8M | 425.2K | — | — |
| Q1 2026 | $148K | 2.3K | — | — |
| Q4 2025 | $133K | 2.4K | — | — |
| Q4 2025 | $14.3M | 258.2K | — | — |
| Q3 2025 | $14.4M | 266.3K | — | — |
| Q3 2025 | $211K | 3.9K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M