UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WSBF — Waterstone Financial, Inc.
CIK 861177
NEW YORK, NY
Position in WSBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,107
+$2,098 QoQ
Shares Held
777
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 125 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. WSBF ranks #193 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp \De\
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in WSBF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,107 | 777 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,009 | 777 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,241 | 75 | Shares | Defined | 2026-02-13 | |
| 2022-12-31 | $325,077 | 18,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $304,712 | 18,856 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $321,494 | 18,856 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $622,302 | 32,177 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $703,388 | 32,177 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $659,305 | 32,177 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $597,780 | 30,406 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $626,688 | 30,690 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $641,271 | 34,074 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $527,805 | 34,074 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $505,316 | 34,074 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $535,898 | 36,857 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||