Brown, Lisle/Cummings’s WaFd WAFD Stock Holding History

Brown, Lisle/Cummings’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	–	Sell	-15	Closed	-$576	–	1080
2026 Q2	$576	Buy	+15	New	+$528	﹤0.01%	1011

Other funds holding WAFD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Brown, Lisle/Cummings's WAFD Position: Q3 2026 in Review

Brown, Lisle/Cummings sold out of WaFd (WAFD) in Q3 2026, closing a stake of 15 shares — an estimated $576 sold.

Brown, Lisle/Cummings first reported a position in WAFD in Q2 2026 and held it in 1 quarter. The position peaked at $576 in Q2 2026. 123 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

Brown, Lisle/Cummings reported no remaining WaFd position as of Q3 2026 after selling out during the quarter.
Brown, Lisle/Cummings sold 15 WaFd shares in Q3 2026, an estimated $576.
Brown, Lisle/Cummings first reported a position in WaFd in Q2 2026 and held it in 1 quarter.
Brown, Lisle/Cummings's WaFd position peaked at $576 in Q2 2026.
123 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.