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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
Q2 		$8.73K Buy
421
+206
+96% +$3.84K ﹤0.01% 3481
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

IFP Advisors's WSBF Position: Q2 2026 in Review

IFP Advisors increased its Waterstone Financial (WSBF) stake by 96% in Q2 2026, buying an estimated $3.84K and bringing the position to 421 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

IFP Advisors first reported a position in WSBF in Q1 2022 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • IFP Advisors held 421 shares of Waterstone Financial worth $8.73K as of Q2 2026.
  • IFP Advisors bought 206 Waterstone Financial shares in Q2 2026, an estimated $3.84K.
  • Waterstone Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3481 holding.
  • IFP Advisors first reported a position in Waterstone Financial in Q1 2022 and has held it in 8 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.