Curi RMB Capital’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 | $273K | Sell |
15,139
-156
| -1% | -$2.77K | ﹤0.01% | 744 |
|
|
2025
Q4 | $253K | Sell |
15,295
-1,194
| -7% | -$18.7K | ﹤0.01% | 800 |
|
|
2025
Q3 | $257K | Hold |
16,489
| – | – | ﹤0.01% | 630 |
|
|
2025
Q2 | $228K | Hold |
16,489
| – | – | ﹤0.01% | 631 |
|
|
2025
Q1 | $222K | Hold |
16,489
| – | – | 0.01% | 460 |
|
|
2024
Q4 | $222K | Sell |
16,489
-1,705
| -9% | -$25.1K | 0.01% | 498 |
|
|
2024
Q3 | $267K | Hold |
18,194
| – | – | 0.01% | 497 |
|
|
2024
Q2 | $233K | Hold |
18,194
| – | – | 0.01% | 503 |
|
|
2024
Q1 | $221K | Hold |
18,194
| – | – | 0.01% | 539 |
|
|
2023
Q4 | $258K | Hold |
18,194
| – | – | 0.01% | 460 |
|
|
2023
Q3 | $199K | Hold |
18,194
| – | – | 0.01% | 488 |
|
|
2023
Q2 | $264K | Sell |
18,194
-30,000
| -62% | -$428K | 0.01% | 455 |
|
|
2023
Q1 | $729K | Hold |
48,194
| – | – | 0.03% | 316 |
|
|
2022
Q4 | $831K | Hold |
48,194
| – | – | 0.03% | 303 |
|
|
2022
Q3 | $779K | Hold |
48,194
| – | – | 0.03% | 311 |
|
|
2022
Q2 | $822K | Sell |
48,194
-2,920
| -6% | -$50.2K | 0.03% | 298 |
|
|
2022
Q1 | $989K | Hold |
51,114
| – | – | 0.03% | 260 |
|
|
2021
Q4 | $1.12M | Hold |
51,114
| – | – | 0.03% | 263 |
|
|
2021
Q3 | $1.05M | Hold |
51,114
| – | – | 0.03% | 271 |
|
|
2021
Q2 | $1M | Hold |
51,114
| – | – | 0.03% | 278 |
|
|
2021
Q1 | $1.04M | Hold |
51,114
| – | – | 0.04% | 260 |
|
|
2020
Q4 | $962K | Hold |
51,114
| – | – | 0.04% | 319 |
|
|
2020
Q3 | $792K | Hold |
51,114
| – | – | 0.03% | 340 |
|
|
2020
Q2 | $758K | Hold |
51,114
| – | – | 0.03% | 341 |
|
|
2020
Q1 | $743K | Hold |
51,114
| – | – | 0.04% | 331 |
|
|
2019
Q4 | $973K | Sell |
51,114
-54,865
| -52% | -$1.01M | 0.03% | 367 |
|
|
2019
Q3 | $1.82M | Hold |
105,979
| – | – | 0.05% | 310 |
|
|
2019
Q2 | $1.81M | Hold |
105,979
| – | – | 0.05% | 324 |
|
|
2019
Q1 | $1.74M | Buy |
105,979
+54,865
| +107% | +$910K | 0.04% | 371 |
|
|
2018
Q4 | $857K | Hold |
51,114
| – | – | 0.02% | 530 |
|
|
2018
Q3 | $877K | Hold |
51,114
| – | – | 0.02% | 530 |
|
|
2018
Q2 | $871K | Hold |
51,114
| – | – | 0.02% | 524 |
|
|
2018
Q1 | $884K | Buy |
51,114
+9,179
| +22% | +$159K | 0.02% | 527 |
|
|
2017
Q4 | $715K | Buy |
+41,935
| New | +$786K | 0.02% | 542 |
|
Other funds holding WSBF
VCM
FL
Curi RMB Capital's WSBF Position: Q1 2026 in Review
Curi RMB Capital reduced its Waterstone Financial (WSBF) stake by 1% in Q1 2026, selling an estimated $2.77K and leaving 15,139 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #744.
Curi RMB Capital first reported a position in WSBF in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.82M in Q3 2019. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.
- Curi RMB Capital held 15,139 shares of Waterstone Financial worth $273K as of Q1 2026.
- Curi RMB Capital sold 156 Waterstone Financial shares in Q1 2026, an estimated $2.77K.
- Waterstone Financial made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #744 holding.
- Curi RMB Capital first reported a position in Waterstone Financial in Q4 2017 and has held it in 34 quarters since.
- Curi RMB Capital's Waterstone Financial position peaked at $1.82M in Q3 2019.
- 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.