Badgley Phelps Wealth Managers’s Timberland Bancorp TSBK Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio TSBK Stock Details TSBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$306K	Hold	6,866	–	–	0.01%	293
2026 Q2	$308K	Hold	6,866	–	–	0.01%	283
2026 Q1	$271K	Hold	6,866	–	–	0.01%	292
2025 Q4	$246K	Hold	6,866	–	–	﹤0.01%	299
2025 Q3	$229K	Hold	6,866	–	–	﹤0.01%	283
2025 Q2	$214K	Hold	6,866	–	–	﹤0.01%	285
2025 Q1	$207K	Hold	6,866	–	–	0.01%	290
2024 Q4	$209K	Hold	6,866	–	–	﹤0.01%	282
2024 Q3	$208K	Buy	+6,866	New	+$201K	﹤0.01%	284
2024 Q1	–	Sell	-7,366	Closed	-$232K	–	270
2023 Q4	$232K	Buy	+7,366	New	+$215K	0.01%	230
2023 Q1	–	Sell	-7,366	Closed	-$251K	–	220
2022 Q4	$251K	Hold	7,366	–	–	0.01%	189
2022 Q3	$204K	Buy	+7,366	New	+$193K	0.01%	192
2022 Q1	–	Sell	-7,366	Closed	-$204K	–	227
2021 Q4	$204K	Buy	+7,366	New	+$207K	0.01%	209

Other funds holding TSBK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers's TSBK Position: Q3 2026 in Review

Badgley Phelps Wealth Managers held its Timberland Bancorp (TSBK) position steady in Q3 2026 at 6,866 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #293.

Badgley Phelps Wealth Managers first reported a position in TSBK in Q4 2021 and has held it in 13 quarters since. The position peaked at $308K in Q2 2026. 42 funds tracked by Wall St. Rank hold TSBK as of Q3 2026.

Badgley Phelps Wealth Managers held 6,866 shares of Timberland Bancorp worth $306K as of Q3 2026.
Badgley Phelps Wealth Managers left its Timberland Bancorp share count unchanged in Q3 2026.
Timberland Bancorp made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #293 holding.
Badgley Phelps Wealth Managers first reported a position in Timberland Bancorp in Q4 2021 and has held it in 13 quarters since.
Badgley Phelps Wealth Managers's Timberland Bancorp position peaked at $308K in Q2 2026.
42 funds tracked by Wall St. Rank held Timberland Bancorp as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.