MCM
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MAI Capital Management’s Waterstone Financial WSBF Stock Holding History

MAI Capital 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 		$2.6K Buy
144
+139
+2,780% +$2.47K ﹤0.01% 3829
2025
Q4 		$83 Buy
+5
New +$78 ﹤0.01% 4187

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

MAI Capital Management's WSBF Position: Q1 2026 in Review

MAI Capital Management increased its Waterstone Financial (WSBF) stake by 2,780% in Q1 2026, buying an estimated $2.47K and bringing the position to 144 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

MAI Capital Management first reported a position in WSBF in Q4 2025 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • MAI Capital Management held 144 shares of Waterstone Financial worth $2.6K as of Q1 2026.
  • MAI Capital Management bought 139 Waterstone Financial shares in Q1 2026, an estimated $2.47K.
  • Waterstone Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3829 holding.
  • MAI Capital Management first reported a position in Waterstone Financial in Q4 2025 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.