WSFS WSFS Financial

Ownership history in COOKE & BIELER LP  ·  20 quarters on record

This page tracks every 13F SEC filing in which COOKE & BIELER LP reported a position in WSFS Financial (WSFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2022 Q3)
Avg. % of fund
0.47%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,055,902 +23,946 +2.3% 0.61% $58.3M $55.10
2025 Q3 ADDED 1,031,956 +138,220 +15.5% 0.57% $55.7M $53.62
2025 Q2 ADDED 893,736 +1,450 +0.2% 0.49% $49.2M $54.51
2025 Q1 ADDED 892,286 +109,519 +14.0% 0.46% $46.3M $51.25
2024 Q4 ADDED 782,767 +11,414 +1.5% 0.40% $41.6M $52.36
2024 Q3 REDUCED 771,353 -188,171 -19.6% 0.36% $39.3M $50.12
2024 Q2 REDUCED 959,524 -35,325 -3.6% 0.43% $45.1M $46.06
2024 Q1 REDUCED 994,849 -29,060 -2.8% 0.41% $44.9M $44.09
2023 Q4 REDUCED 1,023,909 -19,670 -1.9% 0.41% $47.0M $44.70
2023 Q3 ADDED 1,043,579 +590 +0.1% 0.37% $38.1M $35.37
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WSFS price (monthly, adj. close)
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