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Avion Wealth’s WaFd WAFD Stock Holding History

Avion Wealth’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 		$0 Hold
19
– – ﹤0.01% 1629
2025
Q4 		$0 Hold
19
– – ﹤0.01% 1617
2025
Q3 		$0 Hold
19
– – ﹤0.01% 1578
2025
Q2 		$0 Hold
19
– – ﹤0.01% 1643
2025
Q1 		$0 Buy
+19
New +$564 ﹤0.01% 1373
2024
Q4 		– Sell
-19
Closed – – 1294
2024
Q3 		$0 Hold
19
– – ﹤0.01% 1355
2024
Q2 		$0 Hold
19
– – ﹤0.01% 1278
2024
Q1 		$1K Buy
+19
New +$547 ﹤0.01% 1114

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

Avion Wealth's WAFD Position: Q1 2026 in Review

Avion Wealth held its WaFd (WAFD) position steady in Q1 2026 at 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Avion Wealth first reported a position in WAFD in Q1 2024 and has held it in 8 quarters since. The position peaked at $1K in Q1 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Avion Wealth held 19 shares of WaFd worth $0 as of Q1 2026.
  • Avion Wealth left its WaFd share count unchanged in Q1 2026.
  • WaFd made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1629 holding.
  • Avion Wealth first reported a position in WaFd in Q1 2024 and has held it in 8 quarters since.
  • Avion Wealth's WaFd position peaked at $1K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.