Larson Financial Group »

Waterstone Financial shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Waterstone Financial by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 1.9k 15.60

More positions owned by Larson Financial Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Capital Group Global Equity SHS (CGGE)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

Top funds holding Waterstone Financial

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

View all funds holding Waterstone Financial