MORGAN STANLEY

Position in WSBF — Waterstone Financial, Inc.

CIK 895421 NEW YORK, NY

Back to WSBF Full portfolio

Position in WSBF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,100,577

+$1,330,613 QoQ

Shares Held

197,809

+28.8% QoQ

Ownership

1.10%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#11

of 125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in WSBF Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. WSBF ranks #191 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in WSBF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,100,577	197,809	+28.8%	Shares	Defined	2026-08-13
2026-03-31	$2,769,964	153,631	-14.0%	Shares	Defined	2026-05-15
2025-12-31	$2,956,225	178,624	+6.3%	Shares	Defined	2026-05-27
2025-09-30	$2,620,891	168,006	-9.3%	Shares	Defined	2026-05-27
2025-06-30	$2,556,781	185,140	+1.6%	Shares	Defined	2025-08-15
2025-03-31	$2,451,649	182,279	-6.2%	Shares	Defined	2025-05-15
2024-12-31	$2,611,698	194,323	-9.6%	Shares	Defined	2025-05-15
2024-09-30	$3,158,365	214,855	+15.0%	Shares	Defined	2025-05-14
2024-06-30	$2,390,001	186,865	-4.5%	Shares	Defined	2025-05-14
2024-03-31	$2,381,459	195,683	-12.0%	Shares	Defined	2024-10-17
2023-12-31	$3,157,282	222,344	+229.2%	Shares	Defined	2024-08-16
2023-09-30	$739,547	67,539	-24.6%	Shares	Defined	2023-11-15
2023-06-30	$1,298,490	89,613	+11.8%	Shares	Defined	2023-08-14
2023-03-31	$1,212,696	80,152	+105.9%	Shares	Defined	2023-05-15
2022-12-31	$671,098	38,927	+19.2%	Shares	Defined	2023-02-14
2022-09-30	$527,847	32,664	-6.3%	Shares	Defined	2022-11-14
2022-06-30	$594,204	34,851	-30.4%	Shares	Defined	2022-10-27
2022-03-31	$967,945	50,049	-13.4%	Shares	Defined	2022-10-27
2021-12-31	$1,263,023	57,778	+23.8%	Shares	Defined	2022-02-14
2021-09-30	$956,654	46,689	-17.3%	Shares	Defined	2021-11-15
2021-06-30	$1,109,785	56,449	+853.0%	Shares	Defined	2021-08-23
2021-03-31	$120,947	5,923	-72.8%	Shares	Defined	2021-05-17
2020-12-31	$410,350	21,804	+148.7%	Shares	Defined	2021-02-16
2020-09-30	$135,815	8,768	-24.5%	Shares	Defined	2020-11-13
2020-06-30	$172,249	11,615	+121.8%	Shares	Defined	2020-08-14
2020-03-31	$76,131	5,236	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.