Farther Finance Advisors, LLC
Position in WSBF — Waterstone Financial, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in WSBF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$67,787
+$6,666 QoQ
Shares Held
3,270
-3.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 125 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Farther Finance Advisors, LLC holds $56,195,537 across 282 Banks - Regional names. WSBF ranks #92 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
33,610 | $8,275,454 | |
| 2 | USB |
US Bancorp \De\
|
114,749 | $6,930,839 | |
| 3 | FITB |
Fifth Third Bancorp
|
51,404 | $2,897,643 | |
| 4 | TFC |
Truist Financial Corp
|
58,090 | $2,894,043 | |
| 5 | FCAP |
First Capital Inc
|
37,628 | $2,432,273 | |
| 6 | VABK |
Virginia National Bankshares Corp
|
45,545 | $2,021,287 | |
| 7 | UMBF |
Umb Financial Corp
|
13,540 | $1,932,970 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
25,978 | $1,820,278 |
All Filings in WSBF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,787 | 3,270 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $61,121 | 3,390 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $56,071 | 3,388 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $176,545 | 11,317 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $155,376 | 11,251 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $152,778 | 11,359 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $153,498 | 11,421 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $168,006 | 11,429 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $146,125 | 11,425 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $137,143 | 11,269 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $161,865 | 11,399 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $109,500 | 10,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $144,900 | 10,000 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $151,300 | 10,000 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||