Raymond James Financial
WSBF icon

Raymond James Financial’s Waterstone Financial WSBF Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-2,000
Closed -$27.6K – 6795
2025
Q2 		$27.6K Buy
+2,000
New +$25.6K ﹤0.01% 5455

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's WSBF Position: Q3 2025 in Review

Raymond James Financial sold out of Waterstone Financial (WSBF) in Q3 2025, closing a stake of 2,000 shares — an estimated $27.6K sold.

Raymond James Financial first reported a position in WSBF in Q2 2025 and held it in 1 quarter. The position peaked at $27.6K in Q2 2025. 102 funds tracked by Wall St. Rank hold WSBF as of Q3 2025.

  • Raymond James Financial reported no remaining Waterstone Financial position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,000 Waterstone Financial shares in Q3 2025, an estimated $27.6K.
  • Raymond James Financial first reported a position in Waterstone Financial in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Waterstone Financial position peaked at $27.6K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.