Waterstone Financial, Inc.: which funds bought and sold

Institutions that bought and sold Waterstone Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 67 institutions that filed 13F reports for both quarters added to or opened positions in Waterstone Financial, and 39 cut or closed them. Together they added a net 381K shares, +4.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 265K shares (+11.1%); index fund managers were net buyers of 126K shares (+3.7%). 15 opened a new position and 11 sold out entirely.

Bought, Q2 2026 67 institutions, 15 of them new holders Sold, Q2 2026 39 institutions, 11 of them sold out

Net change, all compared +381K shares (+4.1%)

Net change, active managers +265K shares (+11.1%), 12 bought, 7 sold

Buyers versus sellers

institutions compared, 132

67 bought 26 39 sold

Active managers and hedge funds 12 bought · 7 sold · +265K

Index fund managers 8 bought · 1 sold · +126K

Other institutions 47 bought · 31 sold · −10K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+136K +9.0%	1.6M	$34M
American Century Companies Inc Active manager	+92K +36.7%	342K	$7.1M
Qube Research & Technologies Ltd Hedge fund	+91K +328.0%	119K	$2.5M
O'Shaughnessy Asset Management, LLC Active manager	+77K +208.8%	114K	$2.4M
Morgan Stanley	+44K +28.8%	198K	$4.1M
Algert Global LLC Hedge fund	+38K New position	38K	$781,521
AQR Capital Management LLC Hedge fund	+34K +15.3%	259K	$5.4M
Ritholtz Wealth Management	+32K +74.2%	76K	$1.6M
Csm Advisors, LLC	+31K +16.3%	221K	$4.6M
Quantinno Capital Management LP	+28K +19.8%	169K	$3.5M
Bailard, Inc.	+23K New position	23K	$468,498
Geode Capital Management, LLC Index funds	+22K +5.9%	388K	$8.1M
Martingale Asset Management L P Active manager	+21K +55.0%	59K	$1.2M
Hillsdale Investment Management Inc.	+20K New position	20K	$422,892
Odyssean, LLC	+19K New position	19K	$399,923
Vanguard Portfolio Management LLC Index funds	+14K +16.2%	102K	$2.1M
Creative Planning	+13K New position	13K	$273,657
Jump Financial, LLC	+12K New position	12K	$240,468
Deutsche Bank Ag\	+11K +329.5%	15K	$306,970
Sanctuary Advisors, LLC	+11K New position	11K	$221,542

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+92K +36.7%	342K	$7.1M
Qube Research & Technologies Ltd Hedge fund	+91K +328.0%	119K	$2.5M
O'Shaughnessy Asset Management, LLC Active manager	+77K +208.8%	114K	$2.4M
Algert Global LLC Hedge fund	+38K New position	38K	$781,521
AQR Capital Management LLC Hedge fund	+34K +15.3%	259K	$5.4M
Martingale Asset Management L P Active manager	+21K +55.0%	59K	$1.2M
Bridgeway Capital Management, LLC Active manager	+6,259 +3.1%	211K	$4.4M
FMR LLC Active manager	+4,657 +5.5%	89K	$1.8M
Franklin Resources Inc Active manager	+3,344 +22.0%	19K	$384,397
Alliancebernstein L.P. Active manager	+625 +2.4%	27K	$477,885

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Fourthstone LLC	−192K −66.0%	99K	$2.1M
Vanguard Capital Management LLC Index funds	−59K −8.5%	641K	$13.3M
Goldman Sachs Group Inc	−58K −22.7%	197K	$4.1M
Renaissance Technologies LLC Hedge fund	−43K −3.9%	1.1M	$21.8M
Two Sigma Investments, LP Hedge fund	−21K −24.9%	65K	$1.3M
Xtx Topco Ltd	−18K Sold out	0	—
Jane Street Group, LLC	−16K Sold out	0	—
Citadel Advisors LLC Hedge fund	−12K −31.3%	27K	$561,617
Donald Smith & Co., Inc.	−12K −6.5%	165K	$3.4M
Engineers Gate Manager LP Hedge fund	−10K Sold out	0	—
GAMCO Investors, Inc. Et Al Active manager	−10K Sold out	0	—
Jpmorgan Chase & Co	−9,310 −44.2%	12K	$242,009
Empowered Funds, LLC	−7,098 −5.8%	115K	$2.4M
D. E. Shaw & Co., Inc. Hedge fund	−6,779 −16.7%	34K	$703,286
UBS Group AG	−5,779 −74.3%	1,998	$41,419
Commonwealth Equity Services, LLC	−4,778 −20.4%	19K	$386,820
Connor, Clark & Lunn Investment Management Ltd.	−2,969 −6.6%	42K	$866,058
Barclays PLC	−2,551 −21.8%	9,162	$189,928
Bank Of America Corp	−1,847 −4.1%	43K	$898,708
Paladin Partners, LLC	−1,500 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−43K −3.9%	1.1M	$21.8M
Two Sigma Investments, LP Hedge fund	−21K −24.9%	65K	$1.3M
Citadel Advisors LLC Hedge fund	−12K −31.3%	27K	$561,617
Engineers Gate Manager LP Hedge fund	−10K Sold out	0	—
GAMCO Investors, Inc. Et Al Active manager	−10K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−6,779 −16.7%	34K	$703,286
Los Angeles Capital Management LLC Active manager	−388 −3.4%	11K	$227,615

New positions

largest by value

Institution	Shares	Value June 30, 2026
Algert Global LLCHedge fund	38K	$781,521
Bailard, Inc.	23K	$468,498
Hillsdale Investment Management Inc.	20K	$422,892
Odyssean, LLC	19K	$399,923
Creative Planning	13K	$273,657
Jump Financial, LLC	12K	$240,468
Sanctuary Advisors, LLC	11K	$221,542
Corient Private Wealth LP	10K	$209,956
Cerity Partners LLC	9,903	$205,289
Integrated Wealth Concepts LLC	1,150	$23,838

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Xtx Topco Ltd	18K	$317,653
Jane Street Group, LLC	16K	$282,747
Engineers Gate Manager LPHedge fund	10K	$184,015
GAMCO Investors, Inc. Et AlActive manager	10K	$180,300
Paladin Partners, LLC	1,500	$27,045
Advisory Services Network, LLC	856	$15,434
Simplex Trading, LLC	842	$15,181
Northwestern Mutual Wealth Management Co	666	$12,008
New York State Teachers Retirement System	316	$6,000
Mai Capital Management	144	$2,597

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 122
Ten largest holders: 67.6%
Index fund managers: 36.6%
Active managers and hedge funds: 27.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	7	2	2	+265K	+11.1%
Index fund managers	8	1	0	0	+126K	+3.7%
Other institutions	47	31	13	9	−10K	−0.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Waterstone Financial.

Only managers that filed a holdings report for both quarters are compared (132 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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