Action Point Financial Planning’s WaFd WAFD Stock Holding History

Action Point Financial Planning’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61K	Buy	+43	New	+$1.51K	﹤0.01%	2333

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Action Point Financial Planning's WAFD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WaFd (WAFD) in Q2 2026: 43 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #2333 among its holdings.

285 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Action Point Financial Planning held 43 shares of WaFd worth $1.61K as of Q2 2026.
WaFd was a new Action Point Financial Planning position in Q2 2026.
WaFd made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2333 holding.
285 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.