OSAIC HOLDINGS, INC.

Position in WSBF — Waterstone Financial, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in WSBF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$40,946

+$3,477 QoQ

Shares Held

2,271

+0.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $246,444,075 across 256 Banks - Regional names. WSBF ranks #161 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	239,973	$49,935,980
2	USB	US Bancorp De	477,658	$24,842,990
3	TFC	Truist Financial Corp	375,203	$17,248,079
4	MTB	M&T Bank Corp	47,719	$9,864,470
5	WSBC	Wesbanco Inc	269,966	$9,311,126
6	ABCB	Ameris Bancorp	119,280	$9,302,646
7	AUB	Atlantic Union Bankshares Corp	246,277	$8,801,938
8	FITB	Fifth Third Bancorp	153,030	$7,109,772

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,946	2,271	+0.3%	Shares	Defined	2026-05-15
2025-12-31	$37,469	2,264	-14.1%	Shares	Defined	2026-02-17
2025-09-30	$41,121	2,636	+5.3%	Shares	Defined	2025-11-14
2025-06-30	$34,579	2,504	+11.3%	Shares	Defined	2025-09-04
2025-03-31	$30,262	2,250	+5.2%	Shares	Defined	2025-05-12
2024-12-31	$28,734	2,138	-0.9%	Shares	Defined	2025-06-06
2024-09-30	$31,722	2,158	+0.0%	Shares	Defined	2024-11-13
2024-06-30	$27,587	2,157	-6.2%	Shares	Defined	2024-08-13
2024-03-31	$27,978	2,299	0.0%	Shares	Defined	2024-05-10
2023-12-31	$32,645	2,299	+88.3%	Shares	Defined	2024-02-12
2023-09-30	$13,369	1,221	+25.5%	Shares	Defined	2023-11-13
2023-06-30	$14,098	973	0.0%	Shares	Defined	2023-08-21
2023-03-31	$14,721	973	-26.1%	Shares	Defined	2023-05-12
2022-12-31	$22,687	1,316	-13.0%	Shares	Defined	2023-02-10
2022-09-30	$24,449	1,513	+21.6%	Shares	Defined	2022-11-14
2022-06-30	$21,209	1,244	+0.2%	Shares	Defined	2022-08-10
2022-03-31	$24,019	1,242	-2.4%	Shares	Defined	2022-05-04
2021-12-31	$27,827	1,273	-0.1%	Shares	Defined	2022-02-03
2021-09-30	$26,104	1,274	-0.5%	Shares	Defined	2021-11-05
2021-06-30	$25,183	1,281	+34.1%	Shares	Defined	2021-08-02
2021-03-31	$19,499	955	-36.0%	Shares	Defined	2021-05-13
2020-12-31	$28,078	1,492	-16.0%	Shares	Defined	2021-02-10
2020-09-30	$27,525	1,777	-2.4%	Shares	Defined	2020-11-12
2020-06-30	$27,005	1,821	-21.3%	Shares	Defined	2020-08-14
2020-03-31	$33,659	2,315	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.