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Baron Wealth Management’s WaFd WAFD Stock Holding History

Baron Wealth 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
Q2 		$340K Buy
8,869
+149
+2% +$5.25K 0.09% 179
2026
Q1 		$274K Buy
8,720
+323
+4% +$10.4K 0.08% 198
2025
Q4 		$269K Buy
+8,397
New +$259K 0.08% 183

Other funds holding WAFD

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Baron Wealth Management's WAFD Position: Q2 2026 in Review

Baron Wealth Management increased its WaFd (WAFD) stake by 1.7% in Q2 2026, buying an estimated $5.25K and bringing the position to 8,869 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #179.

Baron Wealth Management first reported a position in WAFD in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Baron Wealth Management held 8,869 shares of WaFd worth $340K as of Q2 2026.
  • Baron Wealth Management bought 149 WaFd shares in Q2 2026, an estimated $5.25K.
  • WaFd made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Baron Wealth Management first reported a position in WaFd in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.