Martingale Asset Management’s Waterstone Financial WSBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$689K Buy
38,234
+18,817
+97% +$334K 0.02% 580
2025
Q4
$321K Buy
+19,417
New +$305K 0.01% 682
2022
Q2
Sell
-24,312
Closed -$471K 889
2022
Q1
$471K Sell
24,312
-4,700
-16% -$94.9K 0.01% 648
2021
Q4
$635K Sell
29,012
-3,300
-10% -$69.8K 0.01% 590
2021
Q3
$663K Buy
32,312
+4,800
+17% +$95.5K 0.01% 598
2021
Q2
$542K Buy
27,512
+16,700
+154% +$336K 0.01% 563
2021
Q1
$222K Sell
10,812
-300
-3% -$5.93K ﹤0.01% 801
2020
Q4
$210K Sell
11,112
-65,700
-86% -$1.15M ﹤0.01% 829
2020
Q3
$1.19M Sell
76,812
-83,700
-52% -$1.26M 0.01% 582
2020
Q2
$2.38M Hold
160,512
0.03% 470
2020
Q1
$2.33M Hold
160,512
0.03% 452
2019
Q4
$3.06M Buy
160,512
+1,000
+0.6% +$18.4K 0.03% 493
2019
Q3
$2.74M Buy
159,512
+2,100
+1% +$35.4K 0.03% 519
2019
Q2
$2.69M Buy
157,412
+800
+0.5% +$13.3K 0.03% 523
2019
Q1
$2.58M Buy
156,612
+37,701
+32% +$625K 0.03% 538
2018
Q4
$1.99M Buy
118,911
+10,300
+9% +$171K 0.03% 542
2018
Q3
$1.86M Hold
108,611
0.02% 570
2018
Q2
$1.85M Buy
108,611
+1,190
+1% +$20.8K 0.02% 573
2018
Q1
$1.86M Sell
107,421
-2,300
-2% -$39.9K 0.02% 555
2017
Q4
$1.87M Sell
109,721
-9,089
-8% -$170K 0.02% 553
2017
Q3
$2.32M Hold
118,810
0.03% 524
2017
Q2
$2.24M Hold
118,810
0.03% 519
2017
Q1
$2.17M Buy
118,810
+2,200
+2% +$40.2K 0.03% 527
2016
Q4
$2.15M Sell
116,610
-6,711
-5% -$119K 0.03% 526
2016
Q3
$2.1M Buy
123,321
+66,692
+118% +$1.09M 0.03% 499
2016
Q2
$869K Buy
56,629
+32,618
+136% +$466K 0.01% 554
2016
Q1
$329K Hold
24,011
0.01% 723
2015
Q4
$339K Sell
24,011
-101
-0.4% -$1.38K 0.01% 731
2015
Q3
$326K Buy
24,112
+5,504
+30% +$72K 0.01% 731
2015
Q2
$246K Buy
+18,608
New +$241K 0.01% 805
2014
Q4
Sell
-13,061
Closed -$151K 892
2014
Q3
$151K Sell
13,061
-15,404
-54% -$176K ﹤0.01% 833
2014
Q2
$325K Buy
28,465
+850
+3% +$9.11K 0.01% 769
2014
Q1
$287K Buy
+27,615
New +$289K 0.01% 796

Other funds holding WSBF

Martingale Asset Management's WSBF Position: Q1 2026 in Review

Martingale Asset Management increased its Waterstone Financial (WSBF) stake by 97% in Q1 2026, buying an estimated $334K and bringing the position to 38,234 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #580.

Martingale Asset Management first reported a position in WSBF in Q1 2014 and has held it in 33 quarters since. The position peaked at $3.06M in Q4 2019. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Martingale Asset Management held 38,234 shares of Waterstone Financial worth $689K as of Q1 2026.
  • Martingale Asset Management bought 18,817 Waterstone Financial shares in Q1 2026, an estimated $334K.
  • Waterstone Financial made up 0.02% of Martingale Asset Management's portfolio in Q1 2026, its #580 holding.
  • Martingale Asset Management first reported a position in Waterstone Financial in Q1 2014 and has held it in 33 quarters since.
  • Martingale Asset Management's Waterstone Financial position peaked at $3.06M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.