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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
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 $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

Avion Wealth's WSBF Position: Q1 2026 in Review

Avion Wealth held its Waterstone Financial (WSBF) position steady in Q1 2026 at 45 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Avion Wealth first reported a position in WSBF in Q4 2023 and has held it in 9 quarters since. The position peaked at $1K in Q1 2024. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Avion Wealth held 45 shares of Waterstone Financial worth $0 as of Q1 2026.
  • Avion Wealth left its Waterstone Financial share count unchanged in Q1 2026.
  • Waterstone Financial made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1636 holding.
  • Avion Wealth first reported a position in Waterstone Financial in Q4 2023 and has held it in 9 quarters since.
  • Avion Wealth's Waterstone Financial position peaked at $1K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.