WSFS Financial Corporation shares owned by Lountzis Asset Management
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Lountzis Asset Management
from 13F filings
Historical chart of Lountzis Asset Management investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Lountzis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $813k | 15k | 53.93 |
| 2025-06-30 | $829k | 15k | 55.00 |
| 2025-03-31 | $788k | 15k | 52.25 |
| 2024-12-31 | $801k | 15k | 53.13 |
| 2024-09-30 | $867k | 17k | 50.99 |
| 2024-06-30 | $893k | 19k | 47.00 |
| 2024-03-31 | $858k | 19k | 45.14 |
| 2023-12-31 | $873k | 19k | 45.93 |
| 2023-09-30 | $694k | 19k | 36.53 |
| 2023-06-30 | $821k | 19k | 43.21 |
| 2023-03-31 | $715k | 19k | 37.63 |
| 2022-12-31 | $957k | 19k | 50.37 |
| 2022-09-30 | $882k | 19k | 46.42 |
| 2022-06-30 | $761k | 19k | 40.05 |
| 2022-03-31 | $886k | 19k | 46.62 |
| 2021-12-31 | $952k | 19k | 50.12 |
| 2021-09-30 | $975k | 19k | 51.31 |
| 2021-06-30 | $885k | 19k | 46.58 |
| 2021-03-31 | $946k | 19k | 49.79 |
| 2020-12-31 | $853k | 19k | 44.89 |
| 2020-09-30 | $512k | 19k | 26.95 |
| 2020-06-30 | $545k | 19k | 28.68 |