LPL Financial LLC
- SEC CIK
- 0001403438
- Latest filing
- Aug 7, 2026
WSFS holding history
WSFS Financial Corp in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WSFS overviewAll 13F holders of WSFSFull Q2 2026 holdings
- Shares (Q2 2026)
- 25,276
- Value
- $1.94M
- % of portfolio
- <0.1%
- Quarters held
- 17
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 25,276 | $1.94M | <0.1% | −136−0.5% | Reduced | Holders |
| Q1 2026 | 25,412 | $1.66M | <0.1% | +3,308+15.0% | Added | Holders |
| Q4 2025 | 22,104 | $1.22M | <0.1% | −343−1.5% | Reduced | Holders |
| Q3 2025 | 22,447 | $1.21M | <0.1% | −204−0.9% | Reduced | Holders |
| Q2 2025 | 22,651 | $1.25M | <0.1% | +1,330+6.2% | Added | Holders |
| Q1 2025 | 21,321 | $1.11M | <0.1% | +261+1.2% | Added | Holders |
| Q4 2024 | 21,060 | $1.12M | <0.1% | +257+1.2% | Added | Holders |
| Q3 2024 | 20,803 | $1.06M | <0.1% | +4,735+29.5% | Added | Holders |
| Q2 2024 | 16,068 | $755.2K | <0.1% | +912+6.0% | Added | Holders |
| Q1 2024 | 15,156 | $684.1K | <0.1% | +8,901+142.3% | Added | Holders |
| Q4 2023 | 6,255 | $287.3K | <0.1% | +477+8.3% | Added | Holders |
| Q3 2023 | 5,778 | $210.9K | <0.1% | +5,778 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −13,837−100.0% | Sold out | Holders |
| Q1 2023 | 13,837 | $520.4K | <0.1% | −1,450−9.5% | Reduced | Holders |
| Q4 2022 | 15,287 | $693.1K | <0.1% | +494+3.3% | Added | Holders |
| Q3 2022 | 14,793 | $687.0K | <0.1% | −751−4.8% | Reduced | Holders |
| Q2 2022 | 15,544 | $623.0K | <0.1% | +512+3.4% | Added | Holders |
| Q1 2022 | 15,032 | $701.0K | <0.1% | +15,032 | New | Holders |