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Becker Capital Management’s WaFd WAFD Stock Holding History

Becker Capital 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
2025
Q2 		– Sell
-11,752
Closed -$336K – 286
2025
Q1 		$336K Hold
11,752
– – 0.01% 231
2024
Q4 		$379K Hold
11,752
– – 0.01% 223
2024
Q3 		$410K Hold
11,752
– – 0.01% 221
2024
Q2 		$336K Hold
11,752
– – 0.01% 225
2024
Q1 		$341K Buy
+11,752
New +$339K 0.01% 223

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Becker Capital Management's WAFD Position: Q2 2025 in Review

Becker Capital Management sold out of WaFd (WAFD) in Q2 2025, closing a stake of 11,752 shares — an estimated $336K sold.

Becker Capital Management first reported a position in WAFD in Q1 2024 and held it in 5 quarters. The position peaked at $410K in Q3 2024. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • Becker Capital Management reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
  • Becker Capital Management sold 11,752 WaFd shares in Q2 2025, an estimated $336K.
  • Becker Capital Management first reported a position in WaFd in Q1 2024 and held it in 5 quarters.
  • Becker Capital Management's WaFd position peaked at $410K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Becker Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.