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Covestor’s Waterstone Financial WSBF Stock Holding History

Covestor’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 		$1K Sell
28
-7
-20% -$124 ﹤0.01% 2175
2025
Q4 		$1K Sell
35
-29
-45% -$455 ﹤0.01% 2200
2025
Q3 		$1K Buy
64
+25
+64% +$358 ﹤0.01% 2208
2025
Q2 		$1K Buy
+39
New +$499 ﹤0.01% 2126
2024
Q1 		– Sell
-19
Closed – – 2804
2023
Q4 		$0 Buy
19
+1
+6% +$12 ﹤0.01% 2780
2023
Q3 		$0 Sell
18
-3
-14% -$39 ﹤0.01% 2775
2023
Q2 		$0 Sell
21
-209
-91% -$2.98K ﹤0.01% 2715
2023
Q1 		$3K Sell
230
-17
-7% -$274 ﹤0.01% 1723
2022
Q4 		$4K Sell
247
-29
-11% -$486 ﹤0.01% 1657
2022
Q3 		$4K Buy
+276
New +$4.85K ﹤0.01% 1589

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Covestor's WSBF Position: Q1 2026 in Review

Covestor reduced its Waterstone Financial (WSBF) stake by 20% in Q1 2026, selling an estimated $124 and leaving 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Covestor first reported a position in WSBF in Q3 2022 and has held it in 10 quarters since. The position peaked at $4K in Q4 2022. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Covestor held 28 shares of Waterstone Financial worth $1K as of Q1 2026.
  • Covestor sold 7 Waterstone Financial shares in Q1 2026, an estimated $124.
  • Waterstone Financial made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2175 holding.
  • Covestor first reported a position in Waterstone Financial in Q3 2022 and has held it in 10 quarters since.
  • Covestor's Waterstone Financial position peaked at $4K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.