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Avion Wealth’s Waterstone Financial WSBF Stock Holding History

Avion Wealth’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 		$0 Hold
45
– – ﹤0.01% 1777
2026
Q1 		$0 Hold
45
– – ﹤0.01% 1636
2025
Q4 		$0 Hold
45
– – ﹤0.01% 1625
2025
Q3 		$0 Hold
45
– – ﹤0.01% 1583
2025
Q2 		$0 Hold
45
– – ﹤0.01% 1653
2025
Q1 		$0 Buy
+45
New +$613 ﹤0.01% 1384
2024
Q4 		– Sell
-45
Closed – – 1301
2024
Q3 		$0 Hold
45
– – ﹤0.01% 1362
2024
Q2 		$0 Hold
45
– – ﹤0.01% 1289
2024
Q1 		$1K Hold
45
– – ﹤0.01% 1122
2023
Q4 		$1K Buy
+45
New +$532 ﹤0.01% 1025

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

Avion Wealth's WSBF Position: Q2 2026 in Review

Avion Wealth held its Waterstone Financial (WSBF) position steady in Q2 2026 at 45 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Avion Wealth first reported a position in WSBF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1K in Q1 2024. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Avion Wealth held 45 shares of Waterstone Financial worth $0 as of Q2 2026.
  • Avion Wealth left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1777 holding.
  • Avion Wealth first reported a position in Waterstone Financial in Q4 2023 and has held it in 10 quarters since.
  • Avion Wealth's Waterstone Financial position peaked at $1K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.