Stephens Consulting’s Waterstone Financial WSBF Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-30	Closed	-$404	–	2024
2025 Q1	$404	Buy	+30	New	+$409	﹤0.01%	1033

Other funds holding WSBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's WSBF Position: Q2 2025 in Review

Stephens Consulting sold out of Waterstone Financial (WSBF) in Q2 2025, closing a stake of 30 shares — an estimated $404 sold.

Stephens Consulting first reported a position in WSBF in Q1 2025 and held it in 1 quarter. The position peaked at $404 in Q1 2025. 96 funds tracked by Wall St. Rank hold WSBF as of Q2 2025.

Stephens Consulting reported no remaining Waterstone Financial position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 Waterstone Financial shares in Q2 2025, an estimated $404.
Stephens Consulting first reported a position in Waterstone Financial in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Waterstone Financial position peaked at $404 in Q1 2025.
96 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.