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JOHN G ULLMAN & ASSOCIATES INC

Position in WSBF — Waterstone Financial, Inc.

CIK 919530 CORNING, NY

Position in WSBF

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$1,104,301
+$57,547 QoQ
Shares Held
61,248
-3.2% QoQ
Ownership
0.339%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in WSBF Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

JOHN G ULLMAN & ASSOCIATES INC holds $11,896,906 across 9 Banks - Regional names. WSBF ranks #3 (9.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WSBF
Waterstone Financial, Inc.
This page
61,248 $1,104,301

All Filings in WSBF

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,104,301 61,248
2025-12-31 $1,046,754 63,248
2025-09-30 $881,368 56,498
2025-06-30 $705,691 51,100
2025-03-31 $1,246,962 92,711
2024-12-31 $1,456,116 108,342
2024-09-30 $1,335,142 90,826
2024-06-30 $438,338 34,272
2024-03-31 $562,521 46,222
2023-12-31 $855,720 60,262
2023-09-30 $236,158 21,567
2023-06-30 $643,471 44,408
2023-03-31 $649,788 42,947