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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
Q2 		$4.56K Hold
220
– – ﹤0.01% 801
2026
Q1 		$3.97K Buy
+220
New +$3.91K ﹤0.01% 755

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

JPL Wealth Management's WSBF Position: Q2 2026 in Review

JPL Wealth Management held its Waterstone Financial (WSBF) position steady in Q2 2026 at 220 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

JPL Wealth Management 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.

  • JPL Wealth Management held 220 shares of Waterstone Financial worth $4.56K as of Q2 2026.
  • JPL Wealth Management left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #801 holding.
  • JPL Wealth Management 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.