BJL
WAY

Brighton Jones LLC’s Waystar Holding Corp WAY Stock Holding History

Brighton Jones LLC’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,860
Closed -$334K – 1492
2026
Q1 		$334K Buy
+13,860
New +$368K 0.01% 872

Other funds holding WAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brighton Jones LLC's WAY Position: Q2 2026 in Review

Brighton Jones LLC sold out of Waystar Holding Corp (WAY) in Q2 2026, closing a stake of 13,860 shares — an estimated $334K sold.

Brighton Jones LLC first reported a position in WAY in Q1 2026 and held it in 1 quarter. The position peaked at $334K in Q1 2026. 142 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Brighton Jones LLC reported no remaining Waystar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • Brighton Jones LLC sold 13,860 Waystar Holding Corp shares in Q2 2026, an estimated $334K.
  • Brighton Jones LLC first reported a position in Waystar Holding Corp in Q1 2026 and held it in 1 quarter.
  • Brighton Jones LLC's Waystar Holding Corp position peaked at $334K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.