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Clearstead Advisors’s Waterstone Financial WSBF Stock Holding History

Clearstead Advisors’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 		– Sell
-3
Closed -$50 – 2858
2025
Q4 		$50 Sell
3
-99
-97% -$1.55K ﹤0.01% 2609
2025
Q3 		$1.59K Buy
102
+38
+59% +$545 ﹤0.01% 2521
2025
Q2 		$884 Buy
+64
New +$819 ﹤0.01% 2443

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 $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 $3.37T AUM 44.26% 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

Clearstead Advisors's WSBF Position: Q1 2026 in Review

Clearstead Advisors sold out of Waterstone Financial (WSBF) in Q1 2026, closing a stake of 3 shares — an estimated $50 sold.

Clearstead Advisors first reported a position in WSBF in Q2 2025 and held it in 3 quarters. The position peaked at $1.59K in Q3 2025. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Clearstead Advisors reported no remaining Waterstone Financial position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 3 Waterstone Financial shares in Q1 2026, an estimated $50.
  • Clearstead Advisors first reported a position in Waterstone Financial in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's Waterstone Financial position peaked at $1.59K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.