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Waterstone Financial shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone Financial held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waterstone Financial by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $772 63 12.25

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Waterstone Financial

Dimensional Fund Advisors
BlackRock
Renaissance Technologies
Vanguard Group
rhino investment partners
State Street Corporation
Bridgeway Capital Management
Geode Capital Management
Morgan Stanley
Brandywine Global Investment Management
Northern Trust
Foundry Partners
American Century Companies
Dean Investment Associates
Charles Schwab Investment Management

View all funds holding Waterstone Financial