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WSFS Financial Corporation shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in WSFS Financial Corporation

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All positions including WSFS Financial Corporation held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WSFS Financial Corporation by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 256 76.73

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View all positions for Montgomery Financial Services

Top funds holding WSFS Financial Corporation

BlackRock
Dimensional Fund Advisors
Vanguard Portfolio Management
State Street Corporation
Franklin Resources
Vanguard Capital Management
Nomura Asset Management International
Geode Capital Management
Invesco
Pzena Investment Management
Jpmorgan Chase & Co
Brown Advisory Holdings Incorporated
Bank of America Corporation
American Century Companies
Vaughan Nelson Investment Management

View all funds holding WSFS Financial Corporation