WSFS Financial Corporation shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 4.0k | 53.93 |
| 2025-06-30 | $222k | 4.0k | 55.00 |
| 2020-12-31 | $78k | 1.7k | 44.70 |
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