Chuck Royce's WSFS Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 6,354 shares of WSFS Financial Corporation (WSFS) worth $415,933, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in WSFS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 128,095 shares. Largest reduction occurred in Q3 2020, reducing 267,325 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's WSFS Financial Corporation (WSFS) Holding Value Over Time
Track share changes against reported price movement
Quarterly WSFS Financial Corporation (WSFS) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2,378 | Reduce 27.23% | 6,354 | $65.46 |
| Q4 2024 | -69,436 | Reduce 88.83% | 8,732 | $53.13 |
| Q3 2024 | +55,668 | Add 247.41% | 78,168 | $50.99 |
| Q1 2023 | -10,052 | Reduce 30.88% | 22,500 | $37.61 |
| Q4 2022 | -9,452 | Reduce 22.50% | 32,552 | $45.34 |
| Q3 2022 | -12,945 | Reduce 23.56% | 42,004 | $46.47 |
| Q2 2022 | +7,567 | Add 15.97% | 54,949 | $40.09 |
| Q1 2022 | +34,669 | Add 272.71% | 47,382 | $46.62 |
| Q4 2021 | +12,713 | New Buy | 12,713 | $50.11 |
| Q1 2021 | -82,689 | Sold Out | 0 | $0.00 |
| Q4 2020 | -49,900 | Reduce 37.64% | 82,689 | $44.88 |
| Q3 2020 | -267,325 | Reduce 66.85% | 132,589 | $26.97 |
| Q2 2020 | -111,281 | Reduce 21.77% | 399,914 | $28.70 |
| Q1 2020 | -138,900 | Reduce 21.37% | 511,195 | $24.92 |
| Q4 2019 | +29,766 | Add 4.80% | 650,095 | $43.99 |
| Q3 2019 | +89,000 | Add 16.75% | 620,329 | $44.10 |
| Q2 2019 | +98,254 | Add 22.69% | 531,329 | $41.30 |
| Q1 2019 | +128,095 | Add 42.00% | 433,075 | $38.60 |
| Q4 2018 | +304,980 | New Buy | 304,980 | $37.91 |
Chuck Royce's WSFS Financial Corporation Investment FAQs
Chuck Royce first purchased WSFS Financial Corporation (WSFS) in Q4 2018, acquiring 304,980 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held WSFS Financial Corporation (WSFS) for 28 quarters since Q4 2018.
Chuck Royce's largest addition to WSFS Financial Corporation (WSFS) was in Q4 2018, adding 304,980 shares worth $11.56 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 6,354 shares of WSFS Financial Corporation (WSFS), valued at approximately $415,933.
As of the Q1 2026 filing, WSFS Financial Corporation (WSFS) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in WSFS Financial Corporation (WSFS) was 650,095 shares, as reported at the end of Q4 2019.