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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
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 		$1.53K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Private Wealth Management Group's WSBF Position: Q2 2026 in Review

Private Wealth Management Group held its Waterstone Financial (WSBF) position steady in Q2 2026 at 120 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Private Wealth Management Group first reported a position in WSBF in Q4 2023 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Private Wealth Management Group held 120 shares of Waterstone Financial worth $2.49K as of Q2 2026.
  • Private Wealth Management Group left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1088 holding.
  • Private Wealth Management Group first reported a position in Waterstone Financial in Q4 2023 and has held it in 11 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.