Private Wealth Management Group’s Waterstone Financial WSBF Stock Holding History

Private Wealth Management 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
2026 Q3	$2.26K	Sell	115 -5	-4%	-$103	﹤0.01%	1145
2026 Q2	$2.49K	Hold	120	–	–	﹤0.01%	1088
2026 Q1	$2.16K	Hold	120	–	–	﹤0.01%	1062
2025 Q4	$1.99K	Hold	120	–	–	﹤0.01%	1082
2025 Q3	$1.87K	Hold	120	–	–	﹤0.01%	1129
2025 Q2	$1.66K	Hold	120	–	–	﹤0.01%	1138
2025 Q1	$1.61K	Hold	120	–	–	﹤0.01%	1124
2024 Q4	$1.61K	Hold	120	–	–	﹤0.01%	1162
2024 Q3	$1.76K	Hold	120	–	–	﹤0.01%	1116
2024 Q2	$1.54K	Buy	120 +78	+186%	+$935	﹤0.01%	1152
2024 Q1	$512	Sell	42 -88	-68%	-$1.12K	﹤0.01%	1441
2023 Q4	$1.85K	Buy	+130	New	+$1.54K	﹤0.01%	1014

Other funds holding WSBF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Private Wealth Management Group's WSBF Position: Q3 2026 in Review

Private Wealth Management Group reduced its Waterstone Financial (WSBF) stake by 4.2% in Q3 2026, selling an estimated $103 and leaving 115 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Private Wealth Management Group first reported a position in WSBF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.49K in Q2 2026. 50 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

Private Wealth Management Group held 115 shares of Waterstone Financial worth $2.26K as of Q3 2026.
Private Wealth Management Group sold 5 Waterstone Financial shares in Q3 2026, an estimated $103.
Waterstone Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1145 holding.
Private Wealth Management Group first reported a position in Waterstone Financial in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Waterstone Financial position peaked at $2.49K in Q2 2026.
50 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.