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MassMutual Private Wealth & Trust’s Waterstone Financial WSBF Stock Holding History

MassMutual Private Wealth & Trust’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 		$10.4K Hold
504
– – ﹤0.01% 1392
2026
Q1 		$9.09K Hold
504
– – ﹤0.01% 1413
2025
Q4 		$8.34K Sell
504
-4
-0.8% -$63 ﹤0.01% 1467
2025
Q3 		$7.92K Hold
508
– – ﹤0.01% 1486
2025
Q2 		$7.01K Buy
508
+39
+8% +$499 ﹤0.01% 1495
2025
Q1 		$6.31K Hold
469
– – ﹤0.01% 1492
2024
Q4 		$6.3K Buy
469
+362
+338% +$5.33K ﹤0.01% 1442
2024
Q3 		$1.57K Buy
107
+65
+155% +$940 ﹤0.01% 1722
2024
Q2 		$537 Buy
42
+19
+83% +$228 ﹤0.01% 1947
2024
Q1 		$280 Buy
+23
New +$292 ﹤0.01% 1944
2023
Q4 		– Sell
-44
Closed -$482 – 2109
2023
Q3 		$482 Buy
+44
New +$577 ﹤0.01% 1837
2022
Q2 		– Sell
-25
Closed – – 1738
2022
Q1 		$0 Buy
+25
New +$505 ﹤0.01% 1655

Other funds holding WSBF

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's WSBF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Waterstone Financial (WSBF) position steady in Q2 2026 at 504 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

MassMutual Private Wealth & Trust first reported a position in WSBF in Q1 2022 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 504 shares of Waterstone Financial worth $10.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1392 holding.
  • MassMutual Private Wealth & Trust first reported a position in Waterstone Financial in Q1 2022 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.