Wells Fargo’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 | $117K | Sell |
6,473
-11,291
| -64% | -$201K | ﹤0.01% | 5020 |
|
|
2025
Q4 | $294K | Buy |
17,764
+4,675
| +36% | +$73.3K | ﹤0.01% | 4845 |
|
|
2025
Q3 | $204K | Buy |
13,089
+2,943
| +29% | +$42.2K | ﹤0.01% | 4924 |
|
|
2025
Q2 | $140K | Buy |
10,146
+492
| +5% | +$6.3K | ﹤0.01% | 4986 |
|
|
2025
Q1 | $130K | Buy |
9,654
+213
| +2% | +$2.9K | ﹤0.01% | 4960 |
|
|
2024
Q4 | $127K | Buy |
9,441
+2,055
| +28% | +$30.3K | ﹤0.01% | 5065 |
|
|
2024
Q3 | $109K | Buy |
7,386
+152
| +2% | +$2.2K | ﹤0.01% | 4973 |
|
|
2024
Q2 | $92.5K | Buy |
7,234
+1,084
| +18% | +$13K | ﹤0.01% | 4982 |
|
|
2024
Q1 | $74.8K | Buy |
6,150
+164
| +3% | +$2.08K | ﹤0.01% | 5062 |
|
|
2023
Q4 | $85K | Buy |
5,986
+862
| +17% | +$10.2K | ﹤0.01% | 5008 |
|
|
2023
Q3 | $56.1K | Sell |
5,124
-2,469
| -33% | -$32.4K | ﹤0.01% | 5122 |
|
|
2023
Q2 | $110K | Buy |
7,593
+3,632
| +92% | +$51.9K | ﹤0.01% | 4978 |
|
|
2023
Q1 | $59.9K | Buy |
3,961
+3,285
| +486% | +$53K | ﹤0.01% | 5069 |
|
|
2022
Q4 | $11.7K | Sell |
676
-249
| -27% | -$4.17K | ﹤0.01% | 5488 |
|
|
2022
Q3 | $15K | Sell |
925
-237
| -20% | -$4.17K | ﹤0.01% | 5532 |
|
|
2022
Q2 | $21K | Sell |
1,162
-35,160
| -97% | -$604K | ﹤0.01% | 5431 |
|
|
2022
Q1 | $703K | Sell |
36,322
-7,313
| -17% | -$148K | ﹤0.01% | 4155 |
|
|
2021
Q4 | $954K | Sell |
43,635
-105,143
| -71% | -$2.22M | ﹤0.01% | 4153 |
|
|
2021
Q3 | $3.05M | Sell |
148,778
-14,688
| -9% | -$292K | ﹤0.01% | 3302 |
|
|
2021
Q2 | $3.21M | Buy |
163,466
+26,072
| +19% | +$524K | ﹤0.01% | 3267 |
|
|
2021
Q1 | $2.81M | Buy |
137,394
+8,912
| +7% | +$176K | ﹤0.01% | 3388 |
|
|
2020
Q4 | $2.42M | Buy |
128,482
+8,410
| +7% | +$147K | ﹤0.01% | 3359 |
|
|
2020
Q3 | $1.86M | Buy |
120,072
+56,999
| +90% | +$855K | ﹤0.01% | 3359 |
|
|
2020
Q2 | $936K | Buy |
63,073
+5,505
| +10% | +$78K | ﹤0.01% | 3865 |
|
|
2020
Q1 | $837K | Buy |
57,568
+3,888
| +7% | +$66K | ﹤0.01% | 3655 |
|
|
2019
Q4 | $1.02M | Sell |
53,680
-733
| -1% | -$13.5K | ﹤0.01% | 3851 |
|
|
2019
Q3 | $935K | Buy |
54,413
+1,553
| +3% | +$26.2K | ﹤0.01% | 3893 |
|
|
2019
Q2 | $902K | Sell |
52,860
-33,799
| -39% | -$561K | ﹤0.01% | 3937 |
|
|
2019
Q1 | $1.43M | Buy |
86,659
+1,731
| +2% | +$28.7K | ﹤0.01% | 3616 |
|
|
2018
Q4 | $1.42M | Buy |
84,928
+1,391
| +2% | +$23.1K | ﹤0.01% | 3566 |
|
|
2018
Q3 | $1.43M | Sell |
83,537
-2,053
| -2% | -$35K | ﹤0.01% | 3688 |
|
|
2018
Q2 | $1.46M | Sell |
85,590
-7,003
| -8% | -$122K | ﹤0.01% | 3703 |
|
|
2018
Q1 | $1.6M | Buy |
92,593
+6,664
| +8% | +$115K | ﹤0.01% | 3552 |
|
|
2017
Q4 | $1.47M | Sell |
85,929
-15,132
| -15% | -$284K | ﹤0.01% | 3628 |
|
|
2017
Q3 | $1.97M | Buy |
101,061
+24,733
| +32% | +$455K | ﹤0.01% | 3330 |
|
|
2017
Q2 | $1.44M | Buy |
76,328
+1,260
| +2% | +$23.7K | ﹤0.01% | 3457 |
|
|
2017
Q1 | $1.37M | Sell |
75,068
-3,000
| -4% | -$54.8K | ﹤0.01% | 3502 |
|
|
2016
Q4 | $1.44M | Buy |
78,068
+68,814
| +744% | +$1.22M | ﹤0.01% | 3418 |
|
|
2016
Q3 | $157K | Sell |
9,254
-410
| -4% | -$6.69K | ﹤0.01% | 4629 |
|
|
2016
Q2 | $148K | Sell |
9,664
-310
| -3% | -$4.43K | ﹤0.01% | 4580 |
|
|
2016
Q1 | $137K | Buy |
9,974
+580
| +6% | +$7.97K | ﹤0.01% | 4631 |
|
|
2015
Q4 | $132K | Hold |
9,394
| – | – | ﹤0.01% | 4719 |
|
|
2015
Q3 | $127K | Sell |
9,394
-32,115
| -77% | -$420K | ﹤0.01% | 4729 |
|
|
2015
Q2 | $548K | Buy |
41,509
+8,930
| +27% | +$116K | ﹤0.01% | 4030 |
|
|
2015
Q1 | $419K | Buy |
32,579
+589
| +2% | +$7.6K | ﹤0.01% | 4058 |
|
|
2014
Q4 | $421K | Buy |
31,990
+4,855
| +18% | +$59.5K | ﹤0.01% | 4045 |
|
|
2014
Q3 | $313K | Sell |
27,135
-757
| -3% | -$8.66K | ﹤0.01% | 4143 |
|
|
2014
Q2 | $318K | Buy |
27,892
+15,248
| +121% | +$163K | ﹤0.01% | 4147 |
|
|
2014
Q1 | $131K | Buy |
+12,644
| New | +$132K | ﹤0.01% | 4535 |
|
Other funds holding WSBF
VCM
FL
Wells Fargo's WSBF Position: Q1 2026 in Review
Wells Fargo reduced its Waterstone Financial (WSBF) stake by 64% in Q1 2026, selling an estimated $201K and leaving 6,473 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #5020.
Wells Fargo first reported a position in WSBF in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.21M in Q2 2021. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.
- Wells Fargo held 6,473 shares of Waterstone Financial worth $117K as of Q1 2026.
- Wells Fargo sold 11,291 Waterstone Financial shares in Q1 2026, an estimated $201K.
- Waterstone Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5020 holding.
- Wells Fargo first reported a position in Waterstone Financial in Q1 2014 and has held it in 49 quarters since.
- Wells Fargo's Waterstone Financial position peaked at $3.21M in Q2 2021.
- 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.