Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in WSFS FINL CORP (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 361 | — | 0% | 0.00% | $19K | $53.62 |
| 2025 Q2 | REDUCED | 361 | -168 | -31.8% | 0.00% | $20K | $54.51 |
| 2025 Q1 | UNCHANGED | 529 | — | 0% | 0.00% | $28K | $51.25 |
| 2024 Q4 | ADDED | 529 | +26 | +5.2% | 0.00% | $28K | $52.36 |
| 2024 Q3 | ADDED | 503 | +23 | +4.8% | 0.00% | $26K | $50.12 |
| 2024 Q2 | UNCHANGED | 480 | — | 0% | 0.00% | $23K | $46.06 |
| 2024 Q1 | ADDED | 480 | +19 | +4.1% | 0.00% | $22K | $44.09 |
| 2023 Q4 | INITIATED | 461 | — | — | 0.00% | $21K | — |
As of 2025 Q4 — sorted by position size