Bellevue Asset Management’s WaFd WAFD Stock Holding History

Bellevue Asset 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 Q3	–	Sell	-1,735	Closed	-$50.8K	–	498
2025 Q2	$50.8K	Hold	1,735	–	–	0.02%	158
2025 Q1	$49.6K	Hold	1,735	–	–	0.03%	156
2024 Q4	$55.9K	Hold	1,735	–	–	0.03%	144
2024 Q3	$60.5K	Hold	1,735	–	–	0.03%	139
2024 Q2	$49.6K	Hold	1,735	–	–	0.03%	152
2024 Q1	$50.4K	Hold	1,735	–	–	0.03%	151
2023 Q4	$57.2K	Hold	1,735	–	–	0.05%	136
2023 Q3	$44.5K	Hold	1,735	–	–	0.03%	154
2023 Q2	$46K	Hold	1,735	–	–	0.03%	153
2023 Q1	$52.3K	Hold	1,735	–	–	0.04%	142
2022 Q4	$58.4K	Hold	1,735	–	–	0.05%	136
2022 Q3	$53K	Hold	1,735	–	–	0.04%	145
2022 Q2	$52K	Hold	1,735	–	–	0.04%	153
2022 Q1	$57K	Hold	1,735	–	–	0.03%	158
2021 Q4	$58K	Hold	1,735	–	–	0.03%	164
2021 Q3	$60K	Hold	1,735	–	–	0.04%	161
2021 Q2	$55K	Hold	1,735	–	–	0.03%	168
2021 Q1	$54K	Sell	1,735 -1,005	-37%	-$30K	0.03%	165
2020 Q4	$77K	Hold	2,740	–	–	0.05%	138
2020 Q3	$57K	Hold	2,740	–	–	0.04%	149
2020 Q2	$74K	Hold	2,740	–	–	0.08%	126
2020 Q1	$72K	Buy	+2,740	New	+$87.6K	0.07%	127

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellevue Asset Management's WAFD Position: Q3 2025 in Review

Bellevue Asset Management sold out of WaFd (WAFD) in Q3 2025, closing a stake of 1,735 shares — an estimated $50.8K sold.

Bellevue Asset Management first reported a position in WAFD in Q1 2020 and held it in 22 quarters. The position peaked at $77K in Q4 2020. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

Bellevue Asset Management reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
Bellevue Asset Management sold 1,735 WaFd shares in Q3 2025, an estimated $50.8K.
Bellevue Asset Management first reported a position in WaFd in Q1 2020 and held it in 22 quarters.
Bellevue Asset Management's WaFd position peaked at $77K in Q4 2020.
254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.