SVB Wealth’s Waterstone Financial WSBF Stock Holding History

SVB Wealth’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	-161	Closed	-$2.17K	–	1635
2025 Q1	$2.17K	Buy	+161	New	+$2.19K	﹤0.01%	1215

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

SVB Wealth's WSBF Position: Q2 2025 in Review

SVB Wealth sold out of Waterstone Financial (WSBF) in Q2 2025, closing a stake of 161 shares — an estimated $2.17K sold.

SVB Wealth first reported a position in WSBF in Q1 2025 and held it in 1 quarter. The position peaked at $2.17K in Q1 2025. 96 funds tracked by Wall St. Rank hold WSBF as of Q2 2025.

SVB Wealth reported no remaining Waterstone Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 161 Waterstone Financial shares in Q2 2025, an estimated $2.17K.
SVB Wealth first reported a position in Waterstone Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Waterstone Financial position peaked at $2.17K in Q1 2025.
96 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.