JPL Wealth Management, LLC
Position in WSBF — Waterstone Financial, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in WSBF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,966
New position
Shares Held
220
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPL Wealth Management, LLC holds $581,729 across 90 Banks - Regional names. WSBF ranks #30 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
3,292 | $66,004 | |
| 2 | TFC |
Truist Financial Corp
|
1,341 | $61,645 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,052 | $48,875 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
173 | $35,999 | |
| 5 | USB |
US Bancorp De
|
654 | $34,014 | |
| 6 | MTB |
M&T Bank Corp
|
128 | $26,459 | |
| 7 | FHN |
First Horizon Corp
|
988 | $22,486 | |
| 8 | EWBC |
East West Bancorp Inc
|
165 | $17,615 |
All Filings in WSBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,966 | 220 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||