Amalgamated Bank’s Waterstone Financial WSBF Stock Holding History

Amalgamated Bank’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	–	Sell	-477	Closed	-$8K	–	2812
2025 Q4	$8K	Sell	477 -267	-36%	-$4.19K	﹤0.01%	2549
2025 Q3	$12K	Hold	744	–	–	﹤0.01%	2400
2025 Q2	$10K	Hold	744	–	–	﹤0.01%	2450
2025 Q1	$10K	Hold	744	–	–	﹤0.01%	2389
2024 Q4	$10K	Hold	744	–	–	﹤0.01%	2453
2024 Q3	$11K	Hold	744	–	–	﹤0.01%	2425
2024 Q2	$10K	Hold	744	–	–	﹤0.01%	2476
2024 Q1	$9K	Sell	744 -987	-57%	-$12.5K	﹤0.01%	2504
2023 Q4	$25K	Sell	1,731 -222	-11%	-$2.63K	﹤0.01%	2561
2023 Q3	$21K	Hold	1,953	–	–	﹤0.01%	2651
2023 Q2	$28K	Sell	1,953 -119	-6%	-$1.7K	﹤0.01%	2574
2023 Q1	$31K	Sell	2,072 -537	-21%	-$8.66K	﹤0.01%	2495
2022 Q4	$45K	Hold	2,609	–	–	﹤0.01%	2471
2022 Q3	$42K	Hold	2,609	–	–	﹤0.01%	2542
2022 Q2	$44K	Sell	2,609 -38	-1%	-$653	﹤0.01%	2550
2022 Q1	$51K	Buy	+2,647	New	+$53.5K	﹤0.01%	2477

Other funds holding WSBF

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Amalgamated Bank's WSBF Position: Q1 2026 in Review

Amalgamated Bank sold out of Waterstone Financial (WSBF) in Q1 2026, closing a stake of 477 shares — an estimated $8K sold.

Amalgamated Bank first reported a position in WSBF in Q1 2022 and held it in 16 quarters. The position peaked at $51K in Q1 2022. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

Amalgamated Bank reported no remaining Waterstone Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 477 Waterstone Financial shares in Q1 2026, an estimated $8K.
Amalgamated Bank first reported a position in Waterstone Financial in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Waterstone Financial position peaked at $51K in Q1 2022.
123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.