Nisa Investment Advisors
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Nisa Investment Advisors’s Waterstone Financial WSBF Stock Holding History

Nisa Investment Advisors’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 		$1.08K Hold
60
– – ﹤0.01% 2735
2025
Q4 		$993 Hold
60
– – ﹤0.01% 2712
2025
Q3 		$936 Hold
60
– – ﹤0.01% 2756
2025
Q2 		$829 Hold
60
– – ﹤0.01% 2771
2025
Q1 		$807 Buy
+60
New +$818 ﹤0.01% 2693
2023
Q4 		– Sell
-15
Closed -$164 – 2760
2023
Q3 		$164 Buy
15
+8
+114% +$105 ﹤0.01% 2690
2023
Q2 		$101 Sell
7
-16
-70% -$229 ﹤0.01% 2767
2023
Q1 		$0 Buy
+23
New +$371 ﹤0.01% 2735
2022
Q2 		– Sell
-3,370
Closed -$65K – 2519
2022
Q1 		$65K Sell
3,370
-8,930
-73% -$180K ﹤0.01% 1766
2021
Q4 		$251K Buy
12,300
+12,296
+307,400% +$260K ﹤0.01% 1205
2021
Q3 		$0 Hold
4
– – ﹤0.01% 2335
2021
Q2 		$0 Sell
4
-1,660
-100% -$33.4K ﹤0.01% 2392
2021
Q1 		$34 Hold
1,664
– – ﹤0.01% 2056
2020
Q4 		$31K Sell
1,664
-250
-13% -$4.37K ﹤0.01% 2066
2020
Q3 		$30K Hold
1,914
– – ﹤0.01% 1995
2020
Q2 		$28K Sell
1,914
-11,035
-85% -$156K ﹤0.01% 1709
2020
Q1 		$188K Buy
12,949
+11,440
+758% +$194K ﹤0.01% 1211
2019
Q4 		$29K Buy
1,509
+760
+101% +$14K ﹤0.01% 1632
2019
Q3 		$13K Sell
749
-621
-45% -$10.5K ﹤0.01% 1723
2019
Q2 		$23K Sell
1,370
-3,300
-71% -$54.8K ﹤0.01% 1589
2019
Q1 		$77K Buy
4,670
+4,100
+719% +$68K ﹤0.01% 1477
2018
Q4 		$10K Hold
570
– – ﹤0.01% 1662
2018
Q3 		$10K Sell
570
-30
-5% -$512 ﹤0.01% 1738
2018
Q2 		$10K Hold
600
– – ﹤0.01% 1743
2018
Q1 		$10K Buy
+600
New +$10.4K ﹤0.01% 1668

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 $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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's WSBF Position: Q1 2026 in Review

Nisa Investment Advisors held its Waterstone Financial (WSBF) position steady in Q1 2026 at 60 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Nisa Investment Advisors first reported a position in WSBF in Q1 2018 and has held it in 25 quarters since. The position peaked at $251K in Q4 2021. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Nisa Investment Advisors held 60 shares of Waterstone Financial worth $1.08K as of Q1 2026.
  • Nisa Investment Advisors left its Waterstone Financial share count unchanged in Q1 2026.
  • Waterstone Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2735 holding.
  • Nisa Investment Advisors first reported a position in Waterstone Financial in Q1 2018 and has held it in 25 quarters since.
  • Nisa Investment Advisors's Waterstone Financial position peaked at $251K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.