FFA
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Farther Finance Advisors’s Waterstone Financial WSBF Stock Holding History

Farther Finance 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 		$67.8K Sell
3,270
-120
-4% -$2.24K ﹤0.01% 3003
2026
Q1 		$61.8K Buy
3,390
+2
+0.1% +$36 ﹤0.01% 2849
2025
Q4 		$56.1K Sell
3,388
-7,929
-70% -$124K ﹤0.01% 2739
2025
Q3 		$177K Buy
11,317
+66
+0.6% +$946 ﹤0.01% 1675
2025
Q2 		$155K Sell
11,251
-108
-1% -$1.38K ﹤0.01% 1526
2025
Q1 		$152K Sell
11,359
-62
-0.5% -$845 ﹤0.01% 1338
2024
Q4 		$153K Sell
11,421
-8
-0.1% -$118 0.01% 1111
2024
Q3 		$168K Buy
11,429
+4
+0% +$58 0.01% 1068
2024
Q2 		$147K Buy
11,425
+156
+1% +$1.87K 0.01% 970
2024
Q1 		$135K Sell
11,269
-130
-1% -$1.65K 0.01% 846
2023
Q4 		$162K Buy
11,399
+1,399
+14% +$16.5K 0.01% 625
2023
Q3 		$110K Hold
10,000
– – 0.02% 526
2023
Q2 		$145K Hold
10,000
– – 0.03% 372
2023
Q1 		$151K Buy
+10,000
New +$161K 0.04% 304

Other funds holding WSBF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

Farther Finance Advisors's WSBF Position: Q2 2026 in Review

Farther Finance Advisors reduced its Waterstone Financial (WSBF) stake by 3.5% in Q2 2026, selling an estimated $2.24K and leaving 3,270 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

Farther Finance Advisors first reported a position in WSBF in Q1 2023 and has held it in 14 quarters since. The position peaked at $177K in Q3 2025. 9 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Farther Finance Advisors held 3,270 shares of Waterstone Financial worth $67.8K as of Q2 2026.
  • Farther Finance Advisors sold 120 Waterstone Financial shares in Q2 2026, an estimated $2.24K.
  • Waterstone Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3003 holding.
  • Farther Finance Advisors first reported a position in Waterstone Financial in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Waterstone Financial position peaked at $177K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.