Auxier Asset Management’s WaFd WAFD Stock Holding History

Auxier Asset Management’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 Q1	$2.45M	Sell	77,992 -10,231	-12%	-$329K	0.35%	69
2025 Q4	$2.83M	Sell	88,223 -42,690	-33%	-$1.32M	0.4%	59
2025 Q3	$3.97M	Hold	130,913	–	–	0.56%	49
2025 Q2	$3.83M	Sell	130,913 -310	-0.2%	-$8.78K	0.56%	48
2025 Q1	$3.75M	Hold	131,223	–	–	0.56%	49
2024 Q4	$4.23M	Buy	131,223 +95,129	+264%	+$3.34M	0.66%	43
2024 Q3	$1.26M	Sell	36,094 -2,956	-8%	-$101K	0.19%	96
2024 Q2	$1.12M	Sell	39,050 -244	-0.6%	-$6.76K	0.18%	96
2024 Q1	$1.14M	Sell	39,294 -650	-2%	-$18.7K	0.17%	101
2023 Q4	$1.32M	Sell	39,944 -2,400	-6%	-$66.3K	0.21%	94
2023 Q3	$1.08M	Sell	42,344 -422	-1%	-$11.8K	0.19%	99
2023 Q2	$1.13M	Sell	42,766 -21	-0%	-$582	0.19%	97
2023 Q1	$1.29M	Sell	42,787 -1,315	-3%	-$44.5K	0.22%	93
2022 Q4	$1.48M	Sell	44,102 -861	-2%	-$30.1K	0.26%	85
2022 Q3	$1.35M	Sell	44,963 -200	-0.4%	-$6.48K	0.26%	81
2022 Q2	$1.36M	Hold	45,163	–	–	0.24%	88
2022 Q1	$1.48M	Sell	45,163 -137	-0.3%	-$4.8K	0.24%	89
2021 Q4	$1.51M	Hold	45,300	–	–	0.23%	91
2021 Q3	$1.55M	Sell	45,300 -110	-0.2%	-$3.58K	0.26%	86
2021 Q2	$1.44M	Hold	45,410	–	–	0.24%	92
2021 Q1	$1.4M	Sell	45,410 -802	-2%	-$24K	0.24%	92
2020 Q4	$1.19M	Sell	46,212 -300	-0.6%	-$7.14K	0.22%	89
2020 Q3	$970K	Hold	46,512	–	–	0.2%	96
2020 Q2	$1.25M	Hold	46,512	–	–	0.28%	81
2020 Q1	$1.21M	Hold	46,512	–	–	0.3%	79
2019 Q4	$1.71M	Sell	46,512 -135	-0.3%	-$4.96K	0.32%	81
2019 Q3	$1.73M	Sell	46,647 -2,000	-4%	-$71.4K	0.35%	79
2019 Q2	$1.7M	Buy	48,647 +775	+2%	+$25.1K	0.34%	80
2019 Q1	$1.38M	Sell	47,872 -176	-0.4%	-$5.17K	0.28%	85
2018 Q4	$1.28M	Hold	48,048	–	–	0.29%	79
2018 Q3	$1.54M	Sell	48,048 -365	-0.8%	-$12.3K	0.29%	84
2018 Q2	$1.58M	Sell	48,413 -987	-2%	-$32.4K	0.32%	82
2018 Q1	$1.71M	Buy	49,400 +26,141	+112%	+$928K	0.34%	76
2017 Q4	$797K	Sell	23,259 -480	-2%	-$16.5K	0.15%	103
2017 Q3	$799K	Sell	23,739 -100	-0.4%	-$3.25K	0.16%	102
2017 Q2	$791K	Hold	23,839	–	–	0.16%	105
2017 Q1	$789K	Sell	23,839 -100	-0.4%	-$3.35K	0.17%	100
2016 Q4	$822K	Hold	23,939	–	–	0.18%	101
2016 Q3	$639K	Hold	23,939	–	–	0.14%	102
2016 Q2	$581K	Hold	23,939	–	–	0.13%	101
2016 Q1	$542K	Sell	23,939 -81	-0.3%	-$1.75K	0.13%	104
2015 Q4	$572K	Sell	24,020 -150	-0.6%	-$3.69K	0.13%	106
2015 Q3	$550K	Hold	24,170	–	–	0.13%	106
2015 Q2	$564K	Sell	24,170 -400	-2%	-$8.96K	0.12%	105
2015 Q1	$536K	Sell	24,570 -200	-0.8%	-$4.22K	0.11%	108
2014 Q4	$549K	Hold	24,770	–	–	0.11%	108
2014 Q3	$504K	Sell	24,770 -56	-0.2%	-$1.2K	0.11%	111
2014 Q2	$557K	Hold	24,826	–	–	0.11%	111
2014 Q1	$578K	Hold	24,826	–	–	0.12%	109
2013 Q4	$578K	Hold	24,826	–	–	0.12%	113
2013 Q3	$513K	Hold	24,826	–	–	0.12%	111
2013 Q2	$469K	Buy	+24,826	New	+$426K	0.11%	110

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Auxier Asset Management's WAFD Position: Q1 2026 in Review

Auxier Asset Management reduced its WaFd (WAFD) stake by 12% in Q1 2026, selling an estimated $329K and leaving 77,992 shares worth $2.45M. The position accounts for 0.35% of the portfolio, ranked #69.

Auxier Asset Management first reported a position in WAFD in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.23M in Q4 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Auxier Asset Management held 77,992 shares of WaFd worth $2.45M as of Q1 2026.
Auxier Asset Management sold 10,231 WaFd shares in Q1 2026, an estimated $329K.
WaFd made up 0.35% of Auxier Asset Management's portfolio in Q1 2026, its #69 holding.
Auxier Asset Management first reported a position in WaFd in Q2 2013 and has held it in 52 quarters since.
Auxier Asset Management's WaFd position peaked at $4.23M in Q4 2024.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Auxier Asset Management's 13F filing for Q1 2026, filed 14 May 2026.