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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
Q2 		– Sell
-33
Closed -$595 – 3192
2026
Q1 		$595 Buy
+33
New +$587 ﹤0.01% 2804

Other funds holding WSBF

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Root Financial Partners's WSBF Position: Q2 2026 in Review

Root Financial Partners sold out of Waterstone Financial (WSBF) in Q2 2026, closing a stake of 33 shares — an estimated $595 sold.

Root Financial Partners first reported a position in WSBF in Q1 2026 and held it in 1 quarter. The position peaked at $595 in Q1 2026. 28 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Root Financial Partners reported no remaining Waterstone Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 Waterstone Financial shares in Q2 2026, an estimated $595.
  • Root Financial Partners first reported a position in Waterstone Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Waterstone Financial position peaked at $595 in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.