JWM
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JPL Wealth Management’s Waterstone Financial WSBF Stock Holding History

JPL Wealth Management’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 		$3.97K Buy
+220
New +$3.91K ﹤0.01% 755

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

JPL Wealth Management's WSBF Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Waterstone Financial (WSBF) in Q1 2026: 220 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings.

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

  • JPL Wealth Management held 220 shares of Waterstone Financial worth $3.97K as of Q1 2026.
  • Waterstone Financial was a new JPL Wealth Management position in Q1 2026.
  • Waterstone Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #755 holding.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.