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Sterling Capital Management’s Waterstone Financial WSBF Stock Holding History

Sterling Capital Management’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
Q1 		$9.07K Sell
503
-372
-43% -$6.61K ﹤0.01% 2423
2025
Q4 		$14.5K Sell
875
-187
-18% -$2.93K ﹤0.01% 2418
2025
Q3 		$16.6K Buy
1,062
+608
+134% +$8.71K ﹤0.01% 2234
2025
Q2 		$6.27K Buy
454
+176
+63% +$2.25K ﹤0.01% 2395
2025
Q1 		$3.74K Sell
278
-238
-46% -$3.24K ﹤0.01% 2305
2024
Q4 		$6.93K Buy
516
+464
+892% +$6.83K ﹤0.01% 2316
2024
Q3 		$764 Buy
+52
New +$752 ﹤0.01% 2675

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sterling Capital Management's WSBF Position: Q1 2026 in Review

Sterling Capital Management reduced its Waterstone Financial (WSBF) stake by 43% in Q1 2026, selling an estimated $6.61K and leaving 503 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Sterling Capital Management first reported a position in WSBF in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.6K in Q3 2025. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Sterling Capital Management held 503 shares of Waterstone Financial worth $9.07K as of Q1 2026.
  • Sterling Capital Management sold 372 Waterstone Financial shares in Q1 2026, an estimated $6.61K.
  • Waterstone Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2423 holding.
  • Sterling Capital Management first reported a position in Waterstone Financial in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Waterstone Financial position peaked at $16.6K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.