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Allworth Financial’s Waterstone Financial WSBF Stock Holding History

Allworth Financial’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 		$5.52K Buy
306
+50
+20% +$889 ﹤0.01% 3902
2025
Q4 		$4.24K Buy
256
+56
+28% +$878 ﹤0.01% 3809
2025
Q3 		$3.12K Buy
200
+120
+150% +$1.72K ﹤0.01% 3799
2025
Q2 		$1.1K Buy
+80
New +$1.02K ﹤0.01% 3932
2024
Q4 		– Sell
-131
Closed -$1.93K – 4047
2024
Q3 		$1.93K Hold
131
– – ﹤0.01% 2983
2024
Q2 		$1.88K Buy
+131
New +$1.57K ﹤0.01% 2952
2023
Q2 		– Sell
-837
Closed -$12.7K – 3397
2023
Q1 		$12.7K Buy
837
+726
+654% +$11.7K ﹤0.01% 1709
2022
Q4 		$1.91K Hold
111
– – ﹤0.01% 2259
2022
Q3 		$2K Buy
+111
New +$1.95K ﹤0.01% 2247

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allworth Financial's WSBF Position: Q1 2026 in Review

Allworth Financial increased its Waterstone Financial (WSBF) stake by 20% in Q1 2026, buying an estimated $889 and bringing the position to 306 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3902.

Allworth Financial first reported a position in WSBF in Q3 2022 and has held it in 9 quarters since. The position peaked at $12.7K in Q1 2023. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Allworth Financial held 306 shares of Waterstone Financial worth $5.52K as of Q1 2026.
  • Allworth Financial bought 50 Waterstone Financial shares in Q1 2026, an estimated $889.
  • Waterstone Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3902 holding.
  • Allworth Financial first reported a position in Waterstone Financial in Q3 2022 and has held it in 9 quarters since.
  • Allworth Financial's Waterstone Financial position peaked at $12.7K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.