Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Waterstone Financial WSBF Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
-14,750
Closed -$198K – 2118
2025
Q1 		$198K Buy
+14,750
New +$201K ﹤0.01% 1891

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
Vanguard Group
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
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
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WSBF Position: Q2 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Waterstone Financial (WSBF) in Q2 2025, closing a stake of 14,750 shares — an estimated $198K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WSBF in Q1 2025 and held it in 1 quarter. The position peaked at $198K in Q1 2025. 96 funds tracked by Wall St. Rank hold WSBF as of Q2 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Waterstone Financial position as of Q2 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 14,750 Waterstone Financial shares in Q2 2025, an estimated $198K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Waterstone Financial in Q1 2025 and held it in 1 quarter.
  • Universal-Beteiligungs- und Servicegesellschaft's Waterstone Financial position peaked at $198K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2025, filed 11 Aug 2025.