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Coldstream Capital Management’s Waterstone Financial WSBF Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-660
Closed -$8.88K – 3378
2025
Q1 		$8.88K Buy
+660
New +$9K ﹤0.01% 2434

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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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management's WSBF Position: Q2 2025 in Review

Coldstream Capital Management sold out of Waterstone Financial (WSBF) in Q2 2025, closing a stake of 660 shares — an estimated $8.88K sold.

Coldstream Capital Management first reported a position in WSBF in Q1 2025 and held it in 1 quarter. The position peaked at $8.88K in Q1 2025. 96 funds tracked by Wall St. Rank hold WSBF as of Q2 2025.

  • Coldstream Capital Management reported no remaining Waterstone Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 660 Waterstone Financial shares in Q2 2025, an estimated $8.88K.
  • Coldstream Capital Management first reported a position in Waterstone Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Waterstone Financial position peaked at $8.88K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.