Fortitude Family Office’s Waterstone Financial WSBF Stock Holding History

Fortitude Family Office’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	$933	Buy	+45	New	+$839	﹤0.01%	1773

Other funds holding WSBF

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Fortitude Family Office's WSBF Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Waterstone Financial (WSBF) in Q2 2026: 45 shares worth $933. The stake represents ﹤0.01% of the portfolio and ranks #1773 among its holdings.

18 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

Fortitude Family Office held 45 shares of Waterstone Financial worth $933 as of Q2 2026.
Waterstone Financial was a new Fortitude Family Office position in Q2 2026.
Waterstone Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1773 holding.
18 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.