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Waterstone Financial shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth Management investment in Waterstone Financial

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

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Quarterly reported holdings in Waterstone Financial by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0k 220 18.03

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View all positions for JPL Wealth Management

Top funds holding Waterstone Financial

BlackRock
Dimensional Fund Advisors
Renaissance Technologies
Vanguard Group
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Fourthstone
Goldman Sachs Group
AQR Capital Management
Bridgeway Capital Management
American Century Companies
CSM Advisors
Arrowstreet Capital, Limited Partnership
Morgan Stanley

View all funds holding Waterstone Financial