Blue Trust Inc
WAFD icon

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
Q3 		$67.4K Buy
2,252
+476
+27% +$17.1K ﹤0.01% 1117
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Blue Trust Inc's WAFD Position: Q3 2026 in Review

Blue Trust Inc increased its WaFd (WAFD) stake by 27% in Q3 2026, buying an estimated $17.1K and bringing the position to 2,252 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Blue Trust Inc first reported a position in WAFD in Q2 2022 and has held it in 18 quarters since. The position peaked at $72K in Q1 2023. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Blue Trust Inc held 2,252 shares of WaFd worth $67.4K as of Q3 2026.
  • Blue Trust Inc bought 476 WaFd shares in Q3 2026, an estimated $17.1K.
  • WaFd made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1117 holding.
  • Blue Trust Inc first reported a position in WaFd in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's WaFd position peaked at $72K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.