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Larson Financial Group’s Waterstone Financial WSBF Stock Holding History

Larson Financial Group’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 		– Sell
-140
Closed -$2.32K – 3803
2025
Q4 		$2.32K Sell
140
-1,792
-93% -$28.1K ﹤0.01% 2736
2025
Q3 		$30.1K Buy
+1,932
New +$27.7K ﹤0.01% 1413

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

Larson Financial Group's WSBF Position: Q1 2026 in Review

Larson Financial Group sold out of Waterstone Financial (WSBF) in Q1 2026, closing a stake of 140 shares — an estimated $2.32K sold.

Larson Financial Group first reported a position in WSBF in Q3 2025 and held it in 2 quarters. The position peaked at $30.1K in Q3 2025. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Larson Financial Group reported no remaining Waterstone Financial position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 140 Waterstone Financial shares in Q1 2026, an estimated $2.32K.
  • Larson Financial Group first reported a position in Waterstone Financial in Q3 2025 and held it in 2 quarters.
  • Larson Financial Group's Waterstone Financial position peaked at $30.1K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

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