WSFS Financial Corporation shares owned by Forum Financial Management
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 5.7k | 53.93 |
| 2025-06-30 | $315k | 5.7k | 55.00 |
| 2025-03-31 | $291k | 5.6k | 51.87 |
| 2024-12-31 | $301k | 5.7k | 53.13 |
| 2024-09-30 | $308k | 6.0k | 50.99 |
| 2024-06-30 | $284k | 6.0k | 47.00 |
| 2024-03-31 | $273k | 6.0k | 45.14 |
| 2023-12-31 | $277k | 6.0k | 45.93 |
| 2023-09-30 | $232k | 6.4k | 36.50 |
| 2023-06-30 | $240k | 6.4k | 37.72 |
More positions owned by Forum Financial Management
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