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Waterstone Financial shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Waterstone Financial

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All positions including Waterstone Financial held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waterstone Financial by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $358k 22k 16.55
2025-09-30 $272k 17k 15.60
2025-06-30 $149k 11k 13.81

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View all positions for Comprehensive Portfolio Management

Top funds holding Waterstone Financial

BlackRock
Dimensional Fund Advisors
Renaissance Technologies
Vanguard Group
State Street Corporation
Geode Capital Management
Bridgeway Capital Management
Fourthstone
American Century Companies
CSM Advisors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
AQR Capital Management
Northern Trust
Charles Schwab Investment Management

View all funds holding Waterstone Financial