Bartlett & Co Wealth Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $132K | Sell |
3,442
-1
| -0% | -$35 | ﹤0.01% | 570 |
|
|
2026
Q1 | $121K | Hold |
3,443
| – | – | ﹤0.01% | 535 |
|
|
2025
Q4 | $110K | Hold |
3,443
| – | – | ﹤0.01% | 545 |
|
|
2025
Q3 | $104K | Hold |
3,443
| – | – | ﹤0.01% | 554 |
|
|
2025
Q2 | $101K | Hold |
3,443
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $98.4K | Hold |
3,443
| – | – | ﹤0.01% | 547 |
|
|
2024
Q4 | $111K | Hold |
3,443
| – | – | ﹤0.01% | 527 |
|
|
2024
Q3 | $120K | Hold |
3,443
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $98.4K | Hold |
3,443
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $100K | Sell |
3,443
-275
| -7% | -$7.92K | ﹤0.01% | 554 |
|
|
2023
Q4 | $124K | Hold |
3,718
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $95.3K | Sell |
3,718
-275
| -7% | -$7.69K | ﹤0.01% | 550 |
|
|
2023
Q2 | $106K | Hold |
3,993
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $120K | Hold |
3,993
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $134K | Hold |
3,993
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $120K | Hold |
3,993
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $120K | Buy |
3,993
+2,093
| +110% | +$65.7K | ﹤0.01% | 436 |
|
|
2022
Q1 | $62.4K | Buy |
+1,900
| New | +$66.6K | ﹤0.01% | 550 |
|
|
2021
Q4 | – | Sell |
-3,993
| Closed | -$137K | – | 884 |
|
|
2021
Q3 | $137K | Hold |
3,993
| – | – | ﹤0.01% | 372 |
|
|
2021
Q2 | $127K | Sell |
3,993
-1,600
| -29% | -$52.2K | ﹤0.01% | 381 |
|
|
2021
Q1 | $172K | Hold |
5,593
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $144K | Hold |
5,593
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $117K | Hold |
5,593
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $150K | Hold |
5,593
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $145K | Hold |
5,593
| – | – | ﹤0.01% | 320 |
|
|
2019
Q4 | $205K | Hold |
5,593
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $207K | Hold |
5,593
| – | – | 0.01% | 328 |
|
|
2019
Q2 | $195K | Hold |
5,593
| – | – | 0.01% | 258 |
|
|
2019
Q1 | $162K | Sell |
5,593
-100
| -2% | -$2.94K | 0.01% | 267 |
|
|
2018
Q4 | $152K | Sell |
5,693
-300
| -5% | -$8.42K | 0.01% | 271 |
|
|
2018
Q3 | $192K | Sell |
5,993
-200
| -3% | -$6.73K | 0.01% | 260 |
|
|
2018
Q2 | $203K | Hold |
6,193
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $214K | Buy |
+6,193
| New | +$220K | 0.01% | 248 |
|
Other funds holding WAFD
SFM
Bartlett & Co Wealth Management's WAFD Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its WaFd (WAFD) stake by 0.03% in Q2 2026, selling an estimated $35 and leaving 3,442 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #570.
Bartlett & Co Wealth Management first reported a position in WAFD in Q1 2018 and has held it in 33 quarters since. The position peaked at $214K in Q1 2018. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.
- Bartlett & Co Wealth Management held 3,442 shares of WaFd worth $132K as of Q2 2026.
- Bartlett & Co Wealth Management sold 1 WaFd share in Q2 2026, an estimated $35.
- WaFd made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #570 holding.
- Bartlett & Co Wealth Management first reported a position in WaFd in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's WaFd position peaked at $214K in Q1 2018.
- 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.