BWA
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Basecamp Wealth Advisors’s WaFd WAFD Stock Holding History

Basecamp Wealth Advisors’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 		$9.59K Buy
250
+29
+13% +$1.02K ﹤0.01% 1018
2026
Q1 		$6.94K Sell
221
-29
-12% -$933 ﹤0.01% 1111
2025
Q4 		$8.01K Buy
+250
New +$7.72K ﹤0.01% 1034

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

Basecamp Wealth Advisors's WAFD Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its WaFd (WAFD) stake by 13% in Q2 2026, buying an estimated $1.02K and bringing the position to 250 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Basecamp Wealth Advisors first reported a position in WAFD in Q4 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Basecamp Wealth Advisors held 250 shares of WaFd worth $9.59K as of Q2 2026.
  • Basecamp Wealth Advisors bought 29 WaFd shares in Q2 2026, an estimated $1.02K.
  • WaFd made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1018 holding.
  • Basecamp Wealth Advisors first reported a position in WaFd in Q4 2025 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.