Root Financial Partners
WSBF icon

Root Financial Partners’s Waterstone Financial WSBF Stock Holding History

Root Financial Partners’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 		$924 Buy
+47
New +$967 ﹤0.01% 2980
2026
Q2 		– Sell
-33
Closed -$595 – 3192
2026
Q1 		$595 Buy
+33
New +$587 ﹤0.01% 2804

Other funds holding WSBF

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
John G. Ullman & Associates
John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's WSBF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Waterstone Financial (WSBF) in Q3 2026: 47 shares worth $924. The stake represents ﹤0.01% of the portfolio and ranks #2980 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WSBF as recently as Q1 2026.

Root Financial Partners first reported a position in WSBF in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

  • Root Financial Partners held 47 shares of Waterstone Financial worth $924 as of Q3 2026.
  • Waterstone Financial was a new Root Financial Partners position in Q3 2026.
  • Waterstone Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2980 holding.
  • Root Financial Partners first reported a position in Waterstone Financial in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.