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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
Q2 		$9.45K Buy
456
+150
+49% +$2.8K ﹤0.01% 3748
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
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

Allworth Financial's WSBF Position: Q2 2026 in Review

Allworth Financial increased its Waterstone Financial (WSBF) stake by 49% in Q2 2026, buying an estimated $2.8K and bringing the position to 456 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3748.

Allworth Financial first reported a position in WSBF in Q3 2022 and has held it in 10 quarters since. The position peaked at $12.7K in Q1 2023. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Allworth Financial held 456 shares of Waterstone Financial worth $9.45K as of Q2 2026.
  • Allworth Financial bought 150 Waterstone Financial shares in Q2 2026, an estimated $2.8K.
  • Waterstone Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3748 holding.
  • Allworth Financial first reported a position in Waterstone Financial in Q3 2022 and has held it in 10 quarters since.
  • Allworth Financial's Waterstone Financial position peaked at $12.7K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.