Cornerstone Planning Group
WSBF icon

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
Q3 		– Sell
-176
Closed -$3.44K – 1728
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

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Versant Capital Management
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State of Alaska Department of Revenue
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IFP Advisors
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EP
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MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's WSBF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Waterstone Financial (WSBF) in Q3 2026, closing a stake of 176 shares — an estimated $3.44K sold.

Cornerstone Planning Group first reported a position in WSBF in Q1 2024 and held it in 10 quarters. The position peaked at $3.44K in Q2 2026. 13 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Waterstone Financial position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 176 Waterstone Financial shares in Q3 2026, an estimated $3.44K.
  • Cornerstone Planning Group first reported a position in Waterstone Financial in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Waterstone Financial position peaked at $3.44K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.