Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Waterstone Financial WSBF Stock Holding History

Carson Wealth (CWM LLC)’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 		$288K Buy
15,968
+1,816
+13% +$32.3K ﹤0.01% 2415
2025
Q4 		$234K Buy
14,152
+1,987
+16% +$31.2K ﹤0.01% 2444
2025
Q3 		$190K Buy
12,165
+7,542
+163% +$108K ﹤0.01% 2490
2025
Q2 		$64K Buy
4,623
+395
+9% +$5.06K ﹤0.01% 3089
2025
Q1 		$57K Buy
4,228
+614
+17% +$8.37K ﹤0.01% 2880
2024
Q4 		$49K Sell
3,614
-26
-0.7% -$383 ﹤0.01% 2826
2024
Q3 		$54K Buy
3,640
+52
+1% +$752 ﹤0.01% 2634
2024
Q2 		$46K Buy
3,588
+1,391
+63% +$16.7K ﹤0.01% 2534
2024
Q1 		$27K Sell
2,197
-550
-20% -$6.99K ﹤0.01% 2720
2023
Q4 		$39K Buy
2,747
+2,328
+556% +$27.5K ﹤0.01% 2334
2023
Q3 		$5K Hold
419
– – ﹤0.01% 3509
2023
Q2 		$6K Sell
419
-18
-4% -$257 ﹤0.01% 3394
2023
Q1 		$7K Buy
437
+18
+4% +$290 ﹤0.01% 3172
2022
Q4 		$7K Buy
+419
New +$7.02K ﹤0.01% 3039

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
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Carson Wealth (CWM LLC)'s WSBF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Waterstone Financial (WSBF) stake by 13% in Q1 2026, buying an estimated $32.3K and bringing the position to 15,968 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Carson Wealth (CWM LLC) first reported a position in WSBF in Q4 2022 and has held it in 14 quarters since. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,968 shares of Waterstone Financial worth $288K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,816 Waterstone Financial shares in Q1 2026, an estimated $32.3K.
  • Waterstone Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2415 holding.
  • Carson Wealth (CWM LLC) first reported a position in Waterstone Financial in Q4 2022 and has held it in 14 quarters since.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.