Morgan Stanley’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 | $2.77M | Sell |
153,631
-24,993
| -14% | -$444K | ﹤0.01% | 4526 |
|
|
2025
Q4 | $2.96M | Buy |
178,624
+10,618
| +6% | +$167K | ﹤0.01% | 4552 |
|
|
2025
Q3 | $2.62M | Sell |
168,006
-17,134
| -9% | -$246K | ﹤0.01% | 4610 |
|
|
2025
Q2 | $2.56M | Buy |
185,140
+2,861
| +2% | +$36.6K | ﹤0.01% | 4554 |
|
|
2025
Q1 | $2.45M | Sell |
182,279
-12,044
| -6% | -$164K | ﹤0.01% | 4472 |
|
|
2024
Q4 | $2.61M | Sell |
194,323
-20,532
| -10% | -$302K | ﹤0.01% | 4517 |
|
|
2024
Q3 | $3.16M | Buy |
214,855
+27,990
| +15% | +$405K | ﹤0.01% | 4328 |
|
|
2024
Q2 | $2.39M | Sell |
186,865
-8,818
| -5% | -$106K | ﹤0.01% | 4444 |
|
|
2024
Q1 | $2.38M | Sell |
195,683
-249,005
| -56% | -$3.16M | ﹤0.01% | 4465 |
|
|
2023
Q4 | $6.31M | Buy |
444,688
+377,149
| +558% | +$4.46M | ﹤0.01% | 4237 |
|
|
2023
Q3 | $740K | Sell |
67,539
-22,074
| -25% | -$290K | ﹤0.01% | 4966 |
|
|
2023
Q2 | $1.3M | Buy |
89,613
+9,461
| +12% | +$135K | ﹤0.01% | 4672 |
|
|
2023
Q1 | $1.21M | Buy |
80,152
+41,225
| +106% | +$665K | ﹤0.01% | 4745 |
|
|
2022
Q4 | $671K | Buy |
38,927
+6,263
| +19% | +$105K | ﹤0.01% | 5081 |
|
|
2022
Q3 | $526K | Sell |
32,664
-2,187
| -6% | -$38.4K | ﹤0.01% | 5245 |
|
|
2022
Q2 | $594K | Sell |
34,851
-15,198
| -30% | -$261K | ﹤0.01% | 5330 |
|
|
2022
Q1 | $967K | Sell |
50,049
-7,729
| -13% | -$156K | ﹤0.01% | 5021 |
|
|
2021
Q4 | $1.26M | Buy |
57,778
+11,089
| +24% | +$235K | ﹤0.01% | 4909 |
|
|
2021
Q3 | $957K | Sell |
46,689
-9,760
| -17% | -$194K | ﹤0.01% | 5073 |
|
|
2021
Q2 | $1.11M | Buy |
56,449
+50,526
| +853% | +$1.02M | ﹤0.01% | 5020 |
|
|
2021
Q1 | $120K | Sell |
5,923
-15,881
| -73% | -$314K | ﹤0.01% | 5917 |
|
|
2020
Q4 | $411K | Buy |
21,804
+13,036
| +149% | +$228K | ﹤0.01% | 5201 |
|
|
2020
Q3 | $136K | Sell |
8,768
-2,847
| -25% | -$42.7K | ﹤0.01% | 5284 |
|
|
2020
Q2 | $172K | Buy |
11,615
+6,379
| +122% | +$90.4K | ﹤0.01% | 5144 |
|
|
2020
Q1 | $75K | Sell |
5,236
-28,380
| -84% | -$482K | ﹤0.01% | 5310 |
|
|
2019
Q4 | $640K | Buy |
33,616
+23,383
| +229% | +$430K | ﹤0.01% | 4787 |
|
|
2019
Q3 | $176K | Buy |
10,233
+7,042
| +221% | +$119K | ﹤0.01% | 5194 |
|
|
2019
Q2 | $54K | Sell |
3,191
-14,185
| -82% | -$236K | ﹤0.01% | 5573 |
|
|
2019
Q1 | $285K | Sell |
17,376
-36,112
| -68% | -$599K | ﹤0.01% | 4872 |
|
|
2018
Q4 | $897K | Sell |
53,488
-21,673
| -29% | -$359K | ﹤0.01% | 4357 |
|
|
2018
Q3 | $1.29M | Sell |
75,161
-17,118
| -19% | -$292K | ﹤0.01% | 4336 |
|
|
2018
Q2 | $1.57M | Buy |
92,279
+12,342
| +15% | +$216K | ﹤0.01% | 4288 |
|
|
2018
Q1 | $1.38M | Sell |
79,937
-13,527
| -14% | -$234K | ﹤0.01% | 4319 |
|
|
2017
Q4 | $1.59M | Buy |
93,464
+15,712
| +20% | +$295K | ﹤0.01% | 4213 |
|
|
2017
Q3 | $1.52M | Sell |
77,752
-18,200
| -19% | -$335K | ﹤0.01% | 4124 |
|
|
2017
Q2 | $1.81M | Buy |
95,952
+33,435
| +53% | +$629K | ﹤0.01% | 3896 |
|
|
2017
Q1 | $1.14M | Sell |
62,517
-107,722
| -63% | -$1.97M | ﹤0.01% | 4284 |
|
|
2016
Q4 | $3.13M | Buy |
170,239
+29,139
| +21% | +$515K | ﹤0.01% | 3486 |
|
|
2016
Q3 | $2.4M | Buy |
141,100
+131,510
| +1,371% | +$2.15M | ﹤0.01% | 3348 |
|
|
2016
Q2 | $147K | Sell |
9,590
-2,025
| -17% | -$28.9K | ﹤0.01% | 5073 |
|
|
2016
Q1 | $159K | Sell |
11,615
-7,305
| -39% | -$100K | ﹤0.01% | 5103 |
|
|
2015
Q4 | $266K | Sell |
18,920
-82,883
| -81% | -$1.13M | ﹤0.01% | 4929 |
|
|
2015
Q3 | $1.37M | Sell |
101,803
-209,134
| -67% | -$2.73M | ﹤0.01% | 3838 |
|
|
2015
Q2 | $4.1M | Buy |
310,937
+207,277
| +200% | +$2.69M | ﹤0.01% | 2977 |
|
|
2015
Q1 | $1.33M | Sell |
103,660
-95,360
| -48% | -$1.23M | ﹤0.01% | 3910 |
|
|
2014
Q4 | $2.62M | Sell |
199,020
-77,704
| -28% | -$952K | ﹤0.01% | 3319 |
|
|
2014
Q3 | $3.2M | Buy |
276,724
+22,555
| +9% | +$258K | ﹤0.01% | 3041 |
|
|
2014
Q2 | $2.9M | Buy |
254,169
+77,424
| +44% | +$830K | ﹤0.01% | 3183 |
|
|
2014
Q1 | $1.84M | Buy |
176,745
+136,319
| +337% | +$1.43M | ﹤0.01% | 3494 |
|
|
2013
Q4 | $409K | Buy |
40,426
+195
| +0.5% | +$1.94K | ﹤0.01% | 4595 |
|
|
2013
Q3 | $371K | Buy |
40,231
+12,058
| +43% | +$115K | ﹤0.01% | 4533 |
|
|
2013
Q2 | $260K | Buy |
+28,173
| New | +$217K | ﹤0.01% | 4685 |
|
Other funds holding WSBF
VCM
FL
Morgan Stanley's WSBF Position: Q1 2026 in Review
Morgan Stanley reduced its Waterstone Financial (WSBF) stake by 14% in Q1 2026, selling an estimated $444K and leaving 153,631 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #4526.
Morgan Stanley first reported a position in WSBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.31M in Q4 2023. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.
- Morgan Stanley held 153,631 shares of Waterstone Financial worth $2.77M as of Q1 2026.
- Morgan Stanley sold 24,993 Waterstone Financial shares in Q1 2026, an estimated $444K.
- Waterstone Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4526 holding.
- Morgan Stanley first reported a position in Waterstone Financial in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Waterstone Financial position peaked at $6.31M in Q4 2023.
- 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.