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Waterstone Financial shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Waterstone Financial by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 955 14.70
2024-06-30 $12k 955 12.79

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Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding Waterstone Financial

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

View all funds holding Waterstone Financial