Jones Financial Companies
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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
Q2 		$4.03K Buy
198
+18
+10% +$336 ﹤0.01% 4191
2026
Q1 		$3.26K Buy
+180
New +$3.2K ﹤0.01% 3996

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Jones Financial Companies's WSBF Position: Q2 2026 in Review

Jones Financial Companies increased its Waterstone Financial (WSBF) stake by 10% in Q2 2026, buying an estimated $336 and bringing the position to 198 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

Jones Financial Companies first reported a position in WSBF in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Jones Financial Companies held 198 shares of Waterstone Financial worth $4.03K as of Q2 2026.
  • Jones Financial Companies bought 18 Waterstone Financial shares in Q2 2026, an estimated $336.
  • Waterstone Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4191 holding.
  • Jones Financial Companies first reported a position in Waterstone Financial in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.