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 Q2	–	Sell	-856	Closed	-$15.4K	–	4620
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Advisory Services Network's WSBF Position: Q2 2026 in Review

Advisory Services Network sold out of Waterstone Financial (WSBF) in Q2 2026, closing a stake of 856 shares — an estimated $15.4K sold.

Advisory Services Network first reported a position in WSBF in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

Advisory Services Network reported no remaining Waterstone Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 856 Waterstone Financial shares in Q2 2026, an estimated $15.4K.
Advisory Services Network first reported a position in Waterstone Financial in Q4 2017 and held it in 3 quarters.
Advisory Services Network's Waterstone Financial position peaked at $17K in Q4 2017.
126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.