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Blue Trust Inc’s WaFd WAFD Stock Holding History

Blue Trust Inc’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 		$68.1K Sell
1,776
-24
-1% -$845 ﹤0.01% 1207
2026
Q1 		$56.5K Sell
1,800
-33
-2% -$1.06K ﹤0.01% 1269
2025
Q4 		$58.7K Sell
1,833
-4
-0.2% -$124 ﹤0.01% 1295
2025
Q3 		$55.6K Buy
1,837
+486
+36% +$14.9K ﹤0.01% 1361
2025
Q2 		$39.6K Buy
1,351
+79
+6% +$2.24K ﹤0.01% 1506
2025
Q1 		$36.4K Buy
1,272
+354
+39% +$10.5K ﹤0.01% 1500
2024
Q4 		$29.6K Sell
918
-270
-23% -$9.49K ﹤0.01% 1497
2024
Q3 		$34K Buy
1,188
+531
+81% +$18.1K ﹤0.01% 1730
2024
Q2 		$19.1K Buy
657
+248
+61% +$6.87K ﹤0.01% 1675
2024
Q1 		$11.9K Buy
409
+135
+49% +$3.89K ﹤0.01% 1397
2023
Q4 		$7K Buy
274
+179
+188% +$4.95K ﹤0.01% 1737
2023
Q3 		$3K Sell
95
-196
-67% -$5.48K ﹤0.01% 1776
2023
Q2 		$9K Sell
291
-1,863
-86% -$51.6K ﹤0.01% 1358
2023
Q1 		$72K Buy
2,154
+543
+34% +$18.4K ﹤0.01% 878
2022
Q4 		$48K Buy
1,611
+891
+124% +$31.2K ﹤0.01% 940
2022
Q3 		$22K Buy
720
+216
+43% +$7K ﹤0.01% 1065
2022
Q2 		$17K Buy
+504
New +$15.8K ﹤0.01% 1025

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

Blue Trust Inc's WAFD Position: Q2 2026 in Review

Blue Trust Inc reduced its WaFd (WAFD) stake by 1.3% in Q2 2026, selling an estimated $845 and leaving 1,776 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Blue Trust Inc first reported a position in WAFD in Q2 2022 and has held it in 17 quarters since. The position peaked at $72K in Q1 2023. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Blue Trust Inc held 1,776 shares of WaFd worth $68.1K as of Q2 2026.
  • Blue Trust Inc sold 24 WaFd shares in Q2 2026, an estimated $845.
  • WaFd made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1207 holding.
  • Blue Trust Inc first reported a position in WaFd in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's WaFd position peaked at $72K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.