WSFS Financial Corporation shares owned by Marshall Financial Group
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in WSFS Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including WSFS Financial Corporation held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WSFS Financial Corporation by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $651k | 12k | 53.93 |
| 2025-06-30 | $664k | 12k | 55.00 |
| 2025-03-31 | $626k | 12k | 51.87 |
| 2024-12-31 | $642k | 12k | 53.13 |
| 2024-09-30 | $616k | 12k | 50.99 |
| 2024-06-30 | $568k | 12k | 47.00 |
| 2024-03-31 | $545k | 12k | 45.14 |
| 2023-12-31 | $555k | 12k | 45.93 |
| 2023-09-30 | $441k | 12k | 36.50 |
| 2023-06-30 | $456k | 12k | 37.72 |
| 2023-03-31 | $454k | 12k | 37.61 |
| 2022-12-31 | $548k | 12k | 45.34 |
| 2022-09-30 | $561k | 12k | 46.46 |
| 2022-06-30 | $484k | 12k | 40.08 |
| 2022-03-31 | $563k | 12k | 46.63 |