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Swiss Life Asset Management Ltd → WSFS
Swiss Life Asset Management Ltd WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
10
Latest value
$448K
Q3 2026
Peak value
$1.2M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $264K |
| Q1 2023 | $274K |
| Q1 2023 | $1.2M |
| Q2 2023 | $190K |
| Q2 2023 | $1M |
| Q3 2023 | $1.2M |
| Q3 2023 | $125K |
| Q1 2026 | $377K |
| Q2 2026 | $451K |
| Q3 2026 | $448K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $448K | 5.9K | — | — |
| Q2 2026 | $451K | 5.9K | — | — |
| Q1 2026 | $377K | 5.8K | — | — |
| Q3 2023 | $125K | 3.3K | — | — |
| Q3 2023 | $1.2M | 31.3K | — | — |
| Q2 2023 | $1M | 18.4K | — | — |
| Q2 2023 | $190K | 3.4K | — | — |
| Q1 2023 | $1.2M | 18.4K | — | — |
| Q1 2023 | $274K | 4.2K | — | — |
| Q4 2022 | $264K | 3.8K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M