Principal Financial Group
WSBF icon

Principal Financial Group’s Waterstone Financial WSBF Stock Holding History

Principal Financial Group’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
2022
Q2 		– Sell
-26,743
Closed -$517K – 2654
2022
Q1 		$517K Sell
26,743
-13,893
-34% -$281K ﹤0.01% 2104
2021
Q4 		$888K Buy
+40,636
New +$860K ﹤0.01% 2010
2018
Q2 		– Sell
-10,570
Closed -$183K – 2310
2018
Q1 		$183K Buy
+10,570
New +$183K ﹤0.01% 2116

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Principal Financial Group's WSBF Position: Q2 2022 in Review

Principal Financial Group sold out of Waterstone Financial (WSBF) in Q2 2022, closing a stake of 26,743 shares — an estimated $517K sold.

Principal Financial Group first reported a position in WSBF in Q1 2018 and held it in 3 quarters. The position peaked at $888K in Q4 2021. 97 funds tracked by Wall St. Rank hold WSBF as of Q2 2022.

  • Principal Financial Group reported no remaining Waterstone Financial position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 26,743 Waterstone Financial shares in Q2 2022, an estimated $517K.
  • Principal Financial Group first reported a position in Waterstone Financial in Q1 2018 and held it in 3 quarters.
  • Principal Financial Group's Waterstone Financial position peaked at $888K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.