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Capital Advisors Ltd’s Waterstone Financial WSBF Stock Holding History

Capital Advisors Ltd’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
14
– – ﹤0.01% 1599
2026
Q1 		$0 Hold
14
– – ﹤0.01% 1623
2025
Q4 		$0 Hold
14
– – ﹤0.01% 1599
2025
Q3 		$0 Hold
14
– – ﹤0.01% 1573
2025
Q2 		$0 Hold
14
– – ﹤0.01% 1655
2025
Q1 		$0 Hold
14
– – ﹤0.01% 1609
2024
Q4 		$0 Hold
14
– – ﹤0.01% 1606
2024
Q3 		$0 Hold
14
– – ﹤0.01% 1633
2024
Q2 		$0 Hold
14
– – ﹤0.01% 1667
2024
Q1 		$0 Hold
14
– – ﹤0.01% 1571
2023
Q4 		$0 Buy
+14
New +$166 ﹤0.01% 1515

Other funds holding WSBF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Capital Advisors Ltd's WSBF Position: Q2 2026 in Review

Capital Advisors Ltd held its Waterstone Financial (WSBF) position steady in Q2 2026 at 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Capital Advisors Ltd first reported a position in WSBF in Q4 2023 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Capital Advisors Ltd held 14 shares of Waterstone Financial worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1599 holding.
  • Capital Advisors Ltd first reported a position in Waterstone Financial in Q4 2023 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.