Jones Financial Companies’s Waterstone Financial WSBF Stock Holding History

Jones Financial Companies’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	$3.26K	Buy	+180	New	+$3.2K	﹤0.01%	3996

Other funds holding WSBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jones Financial Companies's WSBF Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Waterstone Financial (WSBF) in Q1 2026: 180 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #3996 among its holdings.

123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

Jones Financial Companies held 180 shares of Waterstone Financial worth $3.26K as of Q1 2026.
Waterstone Financial was a new Jones Financial Companies position in Q1 2026.
Waterstone Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3996 holding.
123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.