Bare Financial Services’s WaFd WAFD Stock Holding History

Bare Financial Services’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	$10K	Buy	319 +67	+27%	+$2.15K	﹤0.01%	343
2025 Q4	$8.07K	Buy	252 +29	+13%	+$896	﹤0.01%	329
2025 Q3	$6.75K	Hold	223	–	–	﹤0.01%	407
2025 Q2	$6.53K	Buy	223 +177	+385%	+$5.01K	﹤0.01%	336
2025 Q1	$1.31K	Buy	+46	New	+$1.36K	﹤0.01%	461

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

Bare Financial Services's WAFD Position: Q1 2026 in Review

Bare Financial Services increased its WaFd (WAFD) stake by 27% in Q1 2026, buying an estimated $2.15K and bringing the position to 319 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Bare Financial Services first reported a position in WAFD in Q1 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Bare Financial Services held 319 shares of WaFd worth $10K as of Q1 2026.
Bare Financial Services bought 67 WaFd shares in Q1 2026, an estimated $2.15K.
WaFd made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #343 holding.
Bare Financial Services first reported a position in WaFd in Q1 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.