Commonwealth Equity Services’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $423K | Hold |
23,438
| – | – | ﹤0.01% | 3364 |
|
|
2025
Q4 | $388K | Sell |
23,438
-250
| -1% | -$3.92K | ﹤0.01% | 3414 |
|
|
2025
Q3 | $370K | Sell |
23,688
-32
| -0.1% | -$459 | ﹤0.01% | 3444 |
|
|
2025
Q2 | $328K | Sell |
23,720
-424
| -2% | -$5.43K | ﹤0.01% | 3508 |
|
|
2025
Q1 | $325K | Sell |
24,144
-69
| -0.3% | -$940 | ﹤0.01% | 3423 |
|
|
2024
Q4 | $325K | Buy |
24,213
+5,226
| +28% | +$77K | ﹤0.01% | 3341 |
|
|
2024
Q3 | $279K | Sell |
18,987
-12,186
| -39% | -$176K | ﹤0.01% | 3416 |
|
|
2024
Q2 | $399K | Sell |
31,173
-1,037
| -3% | -$12.4K | ﹤0.01% | 3037 |
|
|
2024
Q1 | $392K | Sell |
32,210
-3,272
| -9% | -$41.6K | ﹤0.01% | 3032 |
|
|
2023
Q4 | $504K | Sell |
35,482
-7,305
| -17% | -$86.4K | ﹤0.01% | 2701 |
|
|
2023
Q3 | $469K | Sell |
42,787
-3,628
| -8% | -$47.6K | ﹤0.01% | 2654 |
|
|
2023
Q2 | $673K | Sell |
46,415
-374
| -0.8% | -$5.34K | ﹤0.01% | 2386 |
|
|
2023
Q1 | $707 | Sell |
46,789
-32,490
| -41% | -$524K | ﹤0.01% | 2279 |
|
|
2022
Q4 | $1.37M | Sell |
79,279
-302
| -0.4% | -$5.06K | ﹤0.01% | 1745 |
|
|
2022
Q3 | $1.29M | Sell |
79,581
-57
| -0.1% | -$1K | ﹤0.01% | 1721 |
|
|
2022
Q2 | $1.36M | Sell |
79,638
-7,462
| -9% | -$128K | ﹤0.01% | 1669 |
|
|
2022
Q1 | $1.68M | Sell |
87,100
-6,033
| -6% | -$122K | ﹤0.01% | 1620 |
|
|
2021
Q4 | $2.04M | Buy |
93,133
+248
| +0.3% | +$5.25K | ﹤0.01% | 1480 |
|
|
2021
Q3 | $1.9M | Buy |
92,885
+218
| +0.2% | +$4.34K | ﹤0.01% | 1459 |
|
|
2021
Q2 | $1.82M | Buy |
92,667
+9,716
| +12% | +$195K | ﹤0.01% | 1490 |
|
|
2021
Q1 | $1.69M | Sell |
82,951
-1,237
| -1% | -$24.4K | ﹤0.01% | 1445 |
|
|
2020
Q4 | $1.58M | Buy |
84,188
+32,997
| +64% | +$577K | ﹤0.01% | 1357 |
|
|
2020
Q3 | $792K | Sell |
51,191
-5,380
| -10% | -$80.7K | ﹤0.01% | 1638 |
|
|
2020
Q2 | $838K | Buy |
56,571
+8,435
| +18% | +$119K | ﹤0.01% | 1529 |
|
|
2020
Q1 | $699K | Sell |
48,136
-1,079
| -2% | -$18.3K | ﹤0.01% | 1479 |
|
|
2019
Q4 | $936K | Sell |
49,215
-32,020
| -39% | -$589K | ﹤0.01% | 1470 |
|
|
2019
Q3 | $1.4M | Buy |
81,235
+8,015
| +11% | +$135K | 0.01% | 1166 |
|
|
2019
Q2 | $1.25M | Buy |
73,220
+1,377
| +2% | +$22.9K | 0.01% | 1214 |
|
|
2019
Q1 | $1.18M | Buy |
71,843
+2,934
| +4% | +$48.7K | 0.01% | 1196 |
|
|
2018
Q4 | $1.15M | Buy |
68,909
+9,804
| +17% | +$163K | 0.01% | 1123 |
|
|
2018
Q3 | $1.01M | Buy |
59,105
+7,832
| +15% | +$134K | ﹤0.01% | 1292 |
|
|
2018
Q2 | $874K | Buy |
51,273
+468
| +0.9% | +$8.18K | ﹤0.01% | 1362 |
|
|
2018
Q1 | $878K | Buy |
50,805
+612
| +1% | +$10.6K | ﹤0.01% | 1329 |
|
|
2017
Q4 | $856K | Buy |
50,193
+1,172
| +2% | +$22K | ﹤0.01% | 1325 |
|
|
2017
Q3 | $956K | Buy |
49,021
+178
| +0.4% | +$3.28K | 0.01% | 1205 |
|
|
2017
Q2 | $921K | Buy |
+48,843
| New | +$919K | 0.01% | 1187 |
|
Other funds holding WSBF
VCM
FL
Commonwealth Equity Services's WSBF Position: Q1 2026 in Review
Commonwealth Equity Services held its Waterstone Financial (WSBF) position steady in Q1 2026 at 23,438 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #3364.
Commonwealth Equity Services first reported a position in WSBF in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.04M in Q4 2021. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.
- Commonwealth Equity Services held 23,438 shares of Waterstone Financial worth $423K as of Q1 2026.
- Commonwealth Equity Services left its Waterstone Financial share count unchanged in Q1 2026.
- Waterstone Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3364 holding.
- Commonwealth Equity Services first reported a position in Waterstone Financial in Q2 2017 and has held it in 36 quarters since.
- Commonwealth Equity Services's Waterstone Financial position peaked at $2.04M in Q4 2021.
- 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.