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IFP Advisors’s Waterstone Financial WSBF Stock Holding History

IFP 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
Q1 		$3.88K Sell
215
-7
-3% -$124 ﹤0.01% 3671
2025
Q4 		$3.67K Buy
222
+98
+79% +$1.54K ﹤0.01% 3571
2025
Q3 		$1.93K Buy
124
+28
+29% +$401 ﹤0.01% 3710
2025
Q2 		$1.49K Buy
+96
New +$1.23K ﹤0.01% 4031
2022
Q4 		– Sell
-27
Closed -$2K – 4865
2022
Q3 		$2K Hold
27
– – ﹤0.01% 4430
2022
Q2 		$2K Hold
27
– – ﹤0.01% 4214
2022
Q1 		$2K Buy
+27
New +$545 ﹤0.01% 4212

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

IFP Advisors's WSBF Position: Q1 2026 in Review

IFP Advisors reduced its Waterstone Financial (WSBF) stake by 3.2% in Q1 2026, selling an estimated $124 and leaving 215 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

IFP Advisors first reported a position in WSBF in Q1 2022 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • IFP Advisors held 215 shares of Waterstone Financial worth $3.88K as of Q1 2026.
  • IFP Advisors sold 7 Waterstone Financial shares in Q1 2026, an estimated $124.
  • Waterstone Financial made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3671 holding.
  • IFP Advisors first reported a position in Waterstone Financial in Q1 2022 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.