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Waterstone Financial shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Waterstone Financial by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $83 5 16.60

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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