MassMutual Private Wealth & Trust, FSB WSBF — Waterstone Financial Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  10 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Waterstone Financial Inc (WSBF) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows WSBF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSBF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Waterstone Financial Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WSBF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WSBF stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held WSBF — position size vs. price
% of Fund (quarterly)    WSBF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 504 — 0% 0.00% $9K 2026-04-13 $18.56
2025 Q4 REDUCED — — — 504 -4 -0.8% 0.00% $8K 2026-01-07 $16.37
2025 Q3 UNCHANGED — — — 508 — 0% 0.00% $8K 2025-10-22 $14.74
2025 Q2 ADDED — — — 508 +39 +8.3% 0.00% $7K 2025-07-09 $13.45
2025 Q1 UNCHANGED — — — 469 — 0% 0.00% $6K 2025-04-01 $12.75
2024 Q4 ADDED — — — 469 +362 +338.3% 0.00% $6K 2025-01-16 $12.37
2024 Q3 ADDED — — — 107 +65 +154.8% 0.00% $2K 2024-10-02 $13.44
2024 Q2 ADDED — — — 42 +19 +82.6% 0.00% $537 2024-07-02 $12.13
2024 Q1 REDUCED 47.7% +7.4% ❌ 23 -21 -47.7% 0.00% $280 2024-04-09 $10.34
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WSBF

As of 2026 Q1 — sorted by position size

RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Private Wealth Management Group, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and WSBF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning WSBF?

MassMutual Private Wealth & Trust, FSB reported WSBF across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WSBF position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for WSBF was 0.00% in 2026 Q1.

What is the latest reported WSBF position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 504 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this WSBF ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly WSBF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their WSBF position?

Based on 13F filing dates vs. subsequent WSBF price moves, MassMutual Private Wealth & Trust, FSB correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on WSBF relative to SPY over the holding period was +7.6%.

← Back to MassMutual Private Wealth & Trust, FSB Holdings