Integrated Wealth Concepts’s Waterstone Financial WSBF Stock Holding History

Integrated Wealth Concepts’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	$23.8K	Buy	+1,150	New	+$21.4K	﹤0.01%	3943

Other funds holding WSBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Integrated Wealth Concepts's WSBF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Waterstone Financial (WSBF) in Q2 2026: 1,150 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #3943 among its holdings.

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

Integrated Wealth Concepts held 1,150 shares of Waterstone Financial worth $23.8K as of Q2 2026.
Waterstone Financial was a new Integrated Wealth Concepts position in Q2 2026.
Waterstone Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3943 holding.
125 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.