Ubs Group Ag Wsfs Financial Corp Transaction History

Ubs Group Ag

$528 Billion
Q1 2025

A detailed history of Ubs Group Ag transactions in Wsfs Financial Corp stock. As of the latest transaction made, Ubs Group Ag holds 103,821 shares of WSFS stock, worth $5.53 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

103,821

Previous 84,145 23.38%

Holding current value

$5.53 Million

Previous $4.47 Million 20.47%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$49.95 - $59.33 $982,816 - $1.17 Million	19,676 Added 23.38%	103,821 $5.39 Million
Q4 2024 Feb 14, 2025	BUY	$48.57 - $61.09 $1.74 Million - $2.19 Million	35,791 Added 74.02%	84,145 $4.47 Million
Q3 2024 Nov 14, 2024	BUY	$45.65 - $57.21 $291,657 - $365,514	6,389 Added 15.22%	48,354 $2.47 Million
Q2 2024 Aug 13, 2024	SELL	$41.74 - $47.0 $398,533 - $448,756	-9,548 Reduced 18.54%	41,965 $1.97 Million
Q1 2024 May 13, 2024	BUY	$41.0 - $47.34 $51,127 - $59,032	1,247 Added 2.48%	51,513 $2.33 Million
Q4 2023 Feb 09, 2024	BUY	$33.96 - $47.08 $1.21 Million - $1.68 Million	35,752 Added 246.33%	50,266 $2.31 Million
Q3 2023 Nov 09, 2023	SELL	$35.43 - $44.24 $819,247 - $1.02 Million	-23,123 Reduced 61.44%	14,514 $529,000
Q2 2023 Aug 11, 2023	SELL	$29.94 - $39.77 $35,239 - $46,809	-1,177 Reduced 3.03%	37,637 $1.42 Million
Q1 2023 May 12, 2023	BUY	$37.05 - $51.16 $328,966 - $454,249	8,879 Added 29.66%	38,814 $1.46 Million
Q4 2022 Feb 08, 2023	BUY	$44.36 - $49.78 $1.07 Million - $1.2 Million	24,156 Added 418.0%	29,935 $1.36 Million
Q3 2022 Nov 10, 2022	BUY	$37.96 - $51.42 $57,433 - $77,798	1,513 Added 35.47%	5,779 $269,000
Q2 2022 Aug 10, 2022	SELL	$37.77 - $45.83 $595,444 - $722,509	-15,765 Reduced 78.7%	4,266 $171,000
Q1 2022 May 16, 2022	SELL	$46.62 - $56.06 $387,785 - $466,307	-8,318 Reduced 29.34%	20,031 $934,000
Q4 2021 Feb 14, 2022	BUY	$47.5 - $55.67 $1.03 Million - $1.21 Million	21,775 Added 331.23%	28,349 $1.42 Million
Q3 2021 Nov 15, 2021	SELL	$42.8 - $52.05 $187,549 - $228,083	-4,382 Reduced 40.0%	6,574 $337,000
Q2 2021 Aug 13, 2021	SELL	$46.59 - $54.54 $659,481 - $772,013	-14,155 Reduced 56.37%	10,956 $510,000
Q1 2021 May 12, 2021	BUY	$42.97 - $54.87 $410,621 - $524,337	9,556 Added 61.43%	25,111 $1.25 Million
Q4 2020 Feb 11, 2021	BUY	$27.23 - $45.24 $196,763 - $326,904	7,226 Added 86.76%	15,555 $699,000
Q3 2020 Nov 12, 2020	SELL	$24.82 - $31.76 $395,010 - $505,460	-15,915 Reduced 65.65%	8,329 $225,000
Q2 2020 Jul 31, 2020	BUY	$21.5 - $32.8 $422,776 - $644,979	19,664 Added 429.34%	24,244 $696,000
Q1 2020 May 01, 2020	SELL	$19.49 - $44.0 $1.19 Million - $2.68 Million	-60,933 Reduced 93.01%	4,580 $114,000
Q4 2019 Feb 14, 2020	BUY	$42.17 - $45.36 $809,748 - $871,002	19,202 Added 41.46%	65,513 $2.88 Million
Q3 2019 Nov 14, 2019	BUY	$39.21 - $45.74 $1.29 Million - $1.51 Million	32,938 Added 246.3%	46,311 $2.04 Million
Q2 2019 Aug 14, 2019	BUY	$39.11 - $44.25 $436,858 - $494,272	11,170 Added 507.04%	13,373 $552,000
Q1 2019 May 14, 2019	BUY	$37.51 - $44.48 $73,369 - $87,002	1,956 Added 791.9%	2,203 $85,000
Q4 2018 Feb 14, 2019	SELL	$36.4 - $48.07 $17,544 - $23,169	-482 Reduced 66.12%	247 $9,000
Q3 2018 Nov 14, 2018	SELL	$46.7 - $57.55 $196,373 - $241,997	-4,205 Reduced 85.22%	729 $35,000
Q2 2018 Aug 14, 2018	BUY	$47.1 - $56.2 $154,488 - $184,336	3,280 Added 198.31%	4,934 $263,000
Q1 2018 May 15, 2018	SELL	$46.65 - $52.95 $35,593 - $40,400	-763 Reduced 31.57%	1,654 $79,000
Q4 2017 Feb 14, 2018	SELL	$46.35 - $52.05 $62,989 - $70,735	-1,359 Reduced 35.99%	2,417 $116,000
Q3 2017 Nov 14, 2017	BUY	$42.65 - $48.75 $102,573 - $117,243	2,405 Added 175.42%	3,776 $185,000
Q2 2017 Aug 14, 2017	BUY	N/A	163 Added 13.49%	1,371 $62,000
Q1 2017 Nov 14, 2017	BUY	N/A	1,208	1,208 $56,000

Others Institutions Holding WSFS

# of Institutions

276

Shares Held

53M

Call Options Held

Put Options Held

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About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $3.3B
Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...

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