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Rothschild Investment LLC’s Waterstone Financial WSBF Stock Holding History

Rothschild Investment LLC’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 		$4.48K Buy
216
+32
+17% +$597 ﹤0.01% 2338
2026
Q1 		$3.32K Buy
184
+32
+21% +$569 ﹤0.01% 2279
2025
Q4 		$2.52K Buy
152
+17
+13% +$267 ﹤0.01% 2249
2025
Q3 		$2.11K Buy
135
+90
+200% +$1.29K ﹤0.01% 2203
2025
Q2 		$621 Buy
45
+35
+350% +$448 ﹤0.01% 2665
2025
Q1 		$135 Sell
10
-30
-75% -$409 ﹤0.01% 2916
2024
Q4 		$538 Buy
40
+30
+300% +$442 ﹤0.01% 2509
2024
Q3 		$147 Hold
10
– – ﹤0.01% 2765
2024
Q2 		$128 Buy
+10
New +$120 ﹤0.01% 2645

Other funds holding WSBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

Rothschild Investment LLC's WSBF Position: Q2 2026 in Review

Rothschild Investment LLC increased its Waterstone Financial (WSBF) stake by 17% in Q2 2026, buying an estimated $597 and bringing the position to 216 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Rothschild Investment LLC first reported a position in WSBF in Q2 2024 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Rothschild Investment LLC held 216 shares of Waterstone Financial worth $4.48K as of Q2 2026.
  • Rothschild Investment LLC bought 32 Waterstone Financial shares in Q2 2026, an estimated $597.
  • Waterstone Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2338 holding.
  • Rothschild Investment LLC first reported a position in Waterstone Financial in Q2 2024 and has held it in 9 quarters since.
  • 41 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.