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Cornerstone Planning Group’s Waterstone Financial WSBF Stock Holding History

Cornerstone Planning Group’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 		$3.44K Hold
176
– – ﹤0.01% 1185
2026
Q1 		$3.19K Hold
176
– – ﹤0.01% 1203
2025
Q4 		$3K Buy
176
+160
+1,000% +$2.51K ﹤0.01% 1107
2025
Q3 		$1.16K Sell
16
-117
-88% -$1.68K ﹤0.01% 1274
2025
Q2 		$1.79K Buy
133
+70
+111% +$896 ﹤0.01% 976
2025
Q1 		$770 Hold
63
– – ﹤0.01% 1190
2024
Q4 		$851 Hold
63
– – ﹤0.01% 994
2024
Q3 		$946 Hold
63
– – ﹤0.01% 945
2024
Q2 		$872 Hold
63
– – ﹤0.01% 971
2024
Q1 		$772 Buy
+63
New +$801 ﹤0.01% 837

Other funds holding WSBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Planning Group's WSBF Position: Q2 2026 in Review

Cornerstone Planning Group held its Waterstone Financial (WSBF) position steady in Q2 2026 at 176 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Cornerstone Planning Group first reported a position in WSBF in Q1 2024 and has held it in 10 quarters since. 46 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Cornerstone Planning Group held 176 shares of Waterstone Financial worth $3.44K as of Q2 2026.
  • Cornerstone Planning Group left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1185 holding.
  • Cornerstone Planning Group first reported a position in Waterstone Financial in Q1 2024 and has held it in 10 quarters since.
  • 46 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.