Advisory Services Network’s Waterstone Financial WSBF Stock Holding History

Advisory Services Network’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.4K	Buy	+856	New	+$15.2K	﹤0.01%	3336
2020 Q1	–	Sell	-35	Closed	-$1K	–	3309
2019 Q4	$1K	Buy	+35	New	+$644	﹤0.01%	3021
2018 Q1	–	Sell	-1,000	Closed	-$17K	–	2731
2017 Q4	$17K	Buy	+1,000	New	+$18.8K	﹤0.01%	1676

Other funds holding WSBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisory Services Network's WSBF Position: Q1 2026 in Review

Advisory Services Network opened a new position in Waterstone Financial (WSBF) in Q1 2026: 856 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #3336 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in WSBF as recently as Q4 2019.

Advisory Services Network first reported a position in WSBF in Q4 2017 and has held it in 3 quarters since. The position peaked at $17K in Q4 2017. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

Advisory Services Network held 856 shares of Waterstone Financial worth $15.4K as of Q1 2026.
Waterstone Financial was a new Advisory Services Network position in Q1 2026.
Waterstone Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3336 holding.
Advisory Services Network first reported a position in Waterstone Financial in Q4 2017 and has held it in 3 quarters since.
Advisory Services Network's Waterstone Financial position peaked at $17K in Q4 2017.
123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.