Bay Harbor Wealth Management
WAFD icon

Bay Harbor Wealth Management’s WaFd WAFD Stock Holding History

Bay Harbor 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
Q3 		$359 Buy
12
+1
+9% +$36 ﹤0.01% 1182
2026
Q2 		$422 Sell
11
-1
-8% -$35 ﹤0.01% 1094
2026
Q1 		$376 Buy
12
+2
+20% +$64 ﹤0.01% 1058
2025
Q4 		$320 Buy
10
+6
+150% +$185 ﹤0.01% 1013
2025
Q3 		$121 Buy
4
+1
+33% +$31 ﹤0.01% 1141
2025
Q2 		$87 Sell
3
-1
-25% -$28 ﹤0.01% 1127
2025
Q1 		$114 Buy
+4
New +$119 ﹤0.01% 848

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American Century Companies
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Geode Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bay Harbor Wealth Management's WAFD Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its WaFd (WAFD) stake by 9.1% in Q3 2026, buying an estimated $36 and bringing the position to 12 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Bay Harbor Wealth Management first reported a position in WAFD in Q1 2025 and has held it in 7 quarters since. The position peaked at $422 in Q2 2026. 178 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Bay Harbor Wealth Management held 12 shares of WaFd worth $359 as of Q3 2026.
  • Bay Harbor Wealth Management bought 1 WaFd share in Q3 2026, an estimated $36.
  • WaFd made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #1182 holding.
  • Bay Harbor Wealth Management first reported a position in WaFd in Q1 2025 and has held it in 7 quarters since.
  • Bay Harbor Wealth Management's WaFd position peaked at $422 in Q2 2026.
  • 178 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.