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Fourthstone LLC’s Waterstone Financial WSBF Stock Holding History

Fourthstone LLC’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 		$5.25M Buy
291,191
+91,489
+46% +$1.63M 0.89% 38
2025
Q4 		$3.31M Buy
199,702
+71,143
+55% +$1.12M 0.62% 42
2025
Q3 		$2.01M Buy
128,559
+65,365
+103% +$937K 0.36% 56
2025
Q2 		$873K Buy
63,194
+40,357
+177% +$517K 0.17% 74
2025
Q1 		$307K Sell
22,837
-14,674
-39% -$200K 0.08% 73
2024
Q4 		$504K Buy
+37,511
New +$553K 0.1% 59

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
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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
Goldman Sachs
Goldman Sachs New York $761B 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return