Beese Fulmer Investment Management’s Waterstone Financial WSBF Stock Holding History

Beese Fulmer Investment Management’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	$210K	Buy	10,109 +44	+0.4%	+$820	0.01%	376
2026 Q1	$181K	Buy	10,065 +20	+0.2%	+$356	0.01%	421
2025 Q4	$166K	Buy	+10,045	New	+$158K	0.01%	390
2022 Q1	–	Sell	-9,977	Closed	-$218K	–	249
2021 Q4	$218K	Hold	9,977	–	–	0.02%	222
2021 Q3	$204K	Buy	+9,977	New	+$198K	0.02%	228
2021 Q2	–	Sell	-9,977	Closed	-$204K	–	238
2021 Q1	$204K	Buy	+9,977	New	+$197K	0.02%	214
2020 Q3	–	Sell	-9,977	Closed	-$148K	–	549
2020 Q2	$148K	Buy	+9,977	New	+$141K	0.02%	209

Other funds holding WSBF

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beese Fulmer Investment Management's WSBF Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Waterstone Financial (WSBF) stake by 0.44% in Q2 2026, buying an estimated $820 and bringing the position to 10,109 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #376.

Beese Fulmer Investment Management first reported a position in WSBF in Q2 2020 and has held it in 7 quarters since. The position peaked at $218K in Q4 2021. 25 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

Beese Fulmer Investment Management held 10,109 shares of Waterstone Financial worth $210K as of Q2 2026.
Beese Fulmer Investment Management bought 44 Waterstone Financial shares in Q2 2026, an estimated $820.
Waterstone Financial made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #376 holding.
Beese Fulmer Investment Management first reported a position in Waterstone Financial in Q2 2020 and has held it in 7 quarters since.
Beese Fulmer Investment Management's Waterstone Financial position peaked at $218K in Q4 2021.
25 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.