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Westover Capital Advisors, LLC → WSFS
Westover Capital Advisors, LLC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
5
Latest value
$462K
Q3 2026
Peak value
$469K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $334K |
| Q4 2025 | $338K |
| Q1 2026 | $400K |
| Q2 2026 | $469K |
| Q3 2026 | $462K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $462K | 6.1K | — | — |
| Q2 2026 | $469K | 6.1K | — | — |
| Q1 2026 | $400K | 6.1K | — | — |
| Q4 2025 | $338K | 6.1K | — | — |
| Q3 2025 | $334K | 6.2K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M