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
Q2 		– Sell
-144
Closed -$2.6K – 4724
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 $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

MAI Capital Management's WSBF Position: Q2 2026 in Review

MAI Capital Management sold out of Waterstone Financial (WSBF) in Q2 2026, closing a stake of 144 shares — an estimated $2.6K sold.

MAI Capital Management first reported a position in WSBF in Q4 2025 and held it in 2 quarters. The position peaked at $2.6K in Q1 2026. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • MAI Capital Management reported no remaining Waterstone Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 144 Waterstone Financial shares in Q2 2026, an estimated $2.6K.
  • MAI Capital Management first reported a position in Waterstone Financial in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Waterstone Financial position peaked at $2.6K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.