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Arkadios Wealth Advisors’s WaFd WAFD Stock Holding History

Arkadios Wealth Advisors’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 		$207K Buy
+5,398
New +$190K ﹤0.01% 1618
2021
Q4 		– Sell
-475
Closed -$16K – 1769
2021
Q3 		$16K Buy
475
+4
+0.8% +$130 ﹤0.01% 1301
2021
Q2 		$14K Buy
471
+3
+0.6% +$98 ﹤0.01% 1442
2021
Q1 		$14K Buy
+468
New +$14K ﹤0.01% 1093

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

Arkadios Wealth Advisors's WAFD Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in WaFd (WAFD) in Q2 2026: 5,398 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in WAFD as recently as Q3 2021.

Arkadios Wealth Advisors first reported a position in WAFD in Q1 2021 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Arkadios Wealth Advisors held 5,398 shares of WaFd worth $207K as of Q2 2026.
  • WaFd was a new Arkadios Wealth Advisors position in Q2 2026.
  • WaFd made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1618 holding.
  • Arkadios Wealth Advisors first reported a position in WaFd in Q1 2021 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.