BFS
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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
Q2 		$15.9K Buy
415
+96
+30% +$3.38K ﹤0.01% 375
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
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

Bare Financial Services's WAFD Position: Q2 2026 in Review

Bare Financial Services increased its WaFd (WAFD) stake by 30% in Q2 2026, buying an estimated $3.38K and bringing the position to 415 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Bare Financial Services first reported a position in WAFD in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Bare Financial Services held 415 shares of WaFd worth $15.9K as of Q2 2026.
  • Bare Financial Services bought 96 WaFd shares in Q2 2026, an estimated $3.38K.
  • WaFd made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #375 holding.
  • Bare Financial Services first reported a position in WaFd in Q1 2025 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.