CWM, LLC

Position in WSBF — Waterstone Financial, Inc.

CIK 1535847 OMAHA, NE

Position in WSBF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$287,903

+$53,688 QoQ

Shares Held

15,968

+12.8% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 3.945390781563126.ToString("F0")% Shared 0.ToString("F0")% None 96.05460921843687.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $208,703,709 across 284 Banks - Regional names. WSBF ranks #96 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri	225,549	$13,526,173
3	USB	US Bancorp De	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$287,903	15,968	+12.8%	Shares	Sole	2026-05-14
2025-12-31	$234,215	14,152	+16.3%	Shares	Sole	2026-01-26
2025-09-30	$189,774	12,165	+163.1%	Shares	Sole	2025-10-15
2025-06-30	$63,843	4,623	+9.3%	Shares	Sole	2025-07-25
2025-03-31	$56,866	4,228	+17.0%	Shares	Sole	2025-05-01
2024-12-31	$48,572	3,614	-0.7%	Shares	Sole	2025-02-04
2024-09-30	$53,508	3,640	+1.4%	Shares	Sole	2024-10-08
2024-06-30	$45,890	3,588	+63.3%	Shares	Sole	2024-07-10
2024-03-31	$26,737	2,197	-20.0%	Shares	Sole	2024-04-05
2023-12-31	$39,007	2,747	+555.6%	Shares	Sole	2024-02-01
2023-09-30	$4,588	419	0.0%	Shares	Sole	2023-10-11
2023-06-30	$6,071	419	-4.1%	Shares	Sole	2023-08-03
2023-03-31	$6,611	437	+4.3%	Shares	Sole	2023-05-01
2022-12-31	$7,223	419	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.