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CSM Advisors’s Waterstone Financial WSBF Stock Holding History

CSM Advisors’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 		$4.58M Buy
221,070
+30,945
+16% +$577K 0.1% 235
2026
Q1 		$3.43M Sell
190,125
-1,170
-0.6% -$20.8K 0.08% 264
2025
Q4 		$3.17M Buy
191,295
+285
+0.1% +$4.47K 0.09% 240
2025
Q3 		$2.98M Sell
191,010
-6,240
-3% -$89.4K 0.08% 264
2025
Q2 		$2.73M Buy
+197,250
New +$2.52M 0.08% 261

Other funds holding WSBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSM Advisors's WSBF Position: Q2 2026 in Review

CSM Advisors increased its Waterstone Financial (WSBF) stake by 16% in Q2 2026, buying an estimated $577K and bringing the position to 221,070 shares worth $4.58M. The position accounts for 0.1% of the portfolio, ranked #235.

CSM Advisors first reported a position in WSBF in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • CSM Advisors held 221,070 shares of Waterstone Financial worth $4.58M as of Q2 2026.
  • CSM Advisors bought 30,945 Waterstone Financial shares in Q2 2026, an estimated $577K.
  • Waterstone Financial made up 0.1% of CSM Advisors's portfolio in Q2 2026, its #235 holding.
  • CSM Advisors first reported a position in Waterstone Financial in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.