Bessemer Group
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Bessemer Group’s Waterstone Financial WSBF Stock Holding History

Bessemer Group’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
2025
Q1 		– Sell
-85
Closed -$1K – 2751
2024
Q4 		$1K Hold
85
– – ﹤0.01% 2426
2024
Q3 		$1K Buy
+85
New +$1.23K ﹤0.01% 2580
2020
Q3 		– Sell
-83,700
Closed -$1.24M – 1690
2020
Q2 		$1.24M Hold
83,700
– – ﹤0.01% 657
2020
Q1 		$1.22M Hold
83,700
– – ﹤0.01% 551
2019
Q4 		$1.59M Buy
83,700
+300
+0.4% +$5.52K 0.01% 628
2019
Q3 		$1.43M Buy
83,400
+1,300
+2% +$21.9K 0.01% 606
2019
Q2 		$1.4M Buy
82,100
+100
+0.1% +$1.66K ﹤0.01% 632
2019
Q1 		$1.35M Buy
82,000
+33,300
+68% +$552K 0.01% 565
2018
Q4 		$816K Buy
48,700
+8,200
+20% +$136K ﹤0.01% 629
2018
Q3 		$695K Hold
40,500
– – ﹤0.01% 672
2018
Q2 		$691K Hold
40,500
– – ﹤0.01% 672
2018
Q1 		$701K Buy
40,500
+800
+2% +$13.9K ﹤0.01% 672
2017
Q4 		$677K Sell
39,700
-9,500
-19% -$178K ﹤0.01% 717
2017
Q3 		$959K Hold
49,200
– – ﹤0.01% 673
2017
Q2 		$927K Hold
49,200
– – ﹤0.01% 689
2017
Q1 		$898K Buy
49,200
+1,400
+3% +$25.6K ﹤0.01% 741
2016
Q4 		$880K Buy
47,800
+12,700
+36% +$224K ﹤0.01% 749
2016
Q3 		$596K Buy
+35,100
New +$573K ﹤0.01% 728

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group's WSBF Position: Q1 2025 in Review

Bessemer Group sold out of Waterstone Financial (WSBF) in Q1 2025, closing a stake of 85 shares — an estimated $1K sold.

Bessemer Group first reported a position in WSBF in Q3 2016 and held it in 18 quarters. The position peaked at $1.59M in Q4 2019. 95 funds tracked by Wall St. Rank hold WSBF as of Q1 2025.

  • Bessemer Group reported no remaining Waterstone Financial position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 85 Waterstone Financial shares in Q1 2025, an estimated $1K.
  • Bessemer Group first reported a position in Waterstone Financial in Q3 2016 and held it in 18 quarters.
  • Bessemer Group's Waterstone Financial position peaked at $1.59M in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.