UBS Group’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $140K | Buy |
7,777
+6,296
| +425% | +$112K | ﹤0.01% | 6826 |
|
|
2025
Q4 | $24.5K | Sell |
1,481
-8,474
| -85% | -$133K | ﹤0.01% | 7653 |
|
|
2025
Q3 | $155K | Sell |
9,955
-36,919
| -79% | -$529K | ﹤0.01% | 6813 |
|
|
2025
Q2 | $647K | Buy |
46,874
+13,834
| +42% | +$177K | ﹤0.01% | 5801 |
|
|
2025
Q1 | $444K | Buy |
33,040
+22,169
| +204% | +$302K | ﹤0.01% | 5943 |
|
|
2024
Q4 | $146K | Sell |
10,871
-2,553
| -19% | -$37.6K | ﹤0.01% | 6646 |
|
|
2024
Q3 | $197K | Buy |
13,424
+4,794
| +56% | +$69.3K | ﹤0.01% | 5885 |
|
|
2024
Q2 | $110K | Sell |
8,630
-9,151
| -51% | -$110K | ﹤0.01% | 6104 |
|
|
2024
Q1 | $216K | Sell |
17,781
-1,160
| -6% | -$14.7K | ﹤0.01% | 5806 |
|
|
2023
Q4 | $269K | Buy |
18,941
+9,246
| +95% | +$109K | ﹤0.01% | 5581 |
|
|
2023
Q3 | $106K | Sell |
9,695
-8,313
| -46% | -$109K | ﹤0.01% | 5796 |
|
|
2023
Q2 | $261K | Buy |
18,008
+8,603
| +91% | +$123K | ﹤0.01% | 5303 |
|
|
2023
Q1 | $142K | Buy |
9,405
+2,023
| +27% | +$32.6K | ﹤0.01% | 5645 |
|
|
2022
Q4 | $127K | Buy |
+7,382
| New | +$124K | ﹤0.01% | 5878 |
|
|
2022
Q3 | – | Sell |
-1,368
| Closed | -$23K | – | 10994 |
|
|
2022
Q2 | $23K | Buy |
1,368
+253
| +23% | +$4.35K | ﹤0.01% | 6716 |
|
|
2022
Q1 | $22K | Sell |
1,115
-8,690
| -89% | -$175K | ﹤0.01% | 7355 |
|
|
2021
Q4 | $214K | Buy |
+9,805
| New | +$207K | ﹤0.01% | 5627 |
|
|
2021
Q3 | – | Sell |
-1,417
| Closed | -$28K | – | 10140 |
|
|
2021
Q2 | $28K | Sell |
1,417
-4,837
| -77% | -$97.2K | ﹤0.01% | 7010 |
|
|
2021
Q1 | $128K | Sell |
6,254
-173
| -3% | -$3.42K | ﹤0.01% | 5773 |
|
|
2020
Q4 | $121K | Buy |
6,427
+5,777
| +889% | +$101K | ﹤0.01% | 5565 |
|
|
2020
Q3 | $10K | Sell |
650
-7,580
| -92% | -$114K | ﹤0.01% | 6871 |
|
|
2020
Q2 | $122K | Sell |
8,230
-7,446
| -47% | -$105K | ﹤0.01% | 5149 |
|
|
2020
Q1 | $228K | Sell |
15,676
-19,189
| -55% | -$326K | ﹤0.01% | 4622 |
|
|
2019
Q4 | $664K | Buy |
34,865
+10,876
| +45% | +$200K | ﹤0.01% | 4583 |
|
|
2019
Q3 | $412K | Buy |
23,989
+12,820
| +115% | +$216K | ﹤0.01% | 4719 |
|
|
2019
Q2 | $191K | Buy |
11,169
+3,428
| +44% | +$56.9K | ﹤0.01% | 4944 |
|
|
2019
Q1 | $128K | Sell |
7,741
-3,629
| -32% | -$60.2K | ﹤0.01% | 4904 |
|
|
2018
Q4 | $191K | Buy |
11,370
+4,400
| +63% | +$73K | ﹤0.01% | 4984 |
|
|
2018
Q3 | $120K | Buy |
6,970
+3,707
| +114% | +$63.3K | ﹤0.01% | 5440 |
|
|
2018
Q2 | $56K | Buy |
3,263
+426
| +15% | +$7.44K | ﹤0.01% | 5886 |
|
|
2018
Q1 | $49K | Buy |
2,837
+126
| +5% | +$2.18K | ﹤0.01% | 5730 |
|
|
2017
Q4 | $46K | Sell |
2,711
-1,291
| -32% | -$24.2K | ﹤0.01% | 5907 |
|
|
2017
Q3 | $78K | Buy |
4,002
+2,200
| +122% | +$40.5K | ﹤0.01% | 5492 |
|
|
2017
Q2 | $34K | Buy |
1,802
+1,051
| +140% | +$19.8K | ﹤0.01% | 5935 |
|
|
2017
Q1 | $14K | Sell |
751
-9,102
| -92% | -$166K | ﹤0.01% | 6414 |
|
|
2016
Q4 | $181K | Buy |
9,853
+1,451
| +17% | +$25.6K | ﹤0.01% | 4869 |
|
|
2016
Q3 | $143K | Sell |
8,402
-1,760
| -17% | -$28.7K | ﹤0.01% | 4767 |
|
|
2016
Q2 | $156K | Sell |
10,162
-57
| -0.6% | -$815 | ﹤0.01% | 4713 |
|
|
2016
Q1 | $140K | Buy |
10,219
+919
| +10% | +$12.6K | ﹤0.01% | 4735 |
|
|
2015
Q4 | $131K | Sell |
9,300
-838
| -8% | -$11.5K | ﹤0.01% | 5006 |
|
|
2015
Q3 | $136K | Buy |
10,138
+7,520
| +287% | +$98.3K | ﹤0.01% | 4966 |
|
|
2015
Q2 | $35K | Buy |
2,618
+1,718
| +191% | +$22.3K | ﹤0.01% | 6341 |
|
|
2015
Q1 | $12K | Sell |
900
-2,530
| -74% | -$32.6K | ﹤0.01% | 7505 |
|
|
2014
Q4 | $45K | Buy |
+3,430
| New | +$42K | ﹤0.01% | 6621 |
|
Other funds holding WSBF
VCM
FL
UBS Group's WSBF Position: Q1 2026 in Review
UBS Group increased its Waterstone Financial (WSBF) stake by 425% in Q1 2026, buying an estimated $112K and bringing the position to 7,777 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #6826.
UBS Group first reported a position in WSBF in Q4 2014 and has held it in 44 quarters since. The position peaked at $664K in Q4 2019. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.
- UBS Group held 7,777 shares of Waterstone Financial worth $140K as of Q1 2026.
- UBS Group bought 6,296 Waterstone Financial shares in Q1 2026, an estimated $112K.
- Waterstone Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6826 holding.
- UBS Group first reported a position in Waterstone Financial in Q4 2014 and has held it in 44 quarters since.
- UBS Group's Waterstone Financial position peaked at $664K in Q4 2019.
- 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.