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Bullock Wealth Management’s WaFd WAFD Stock Holding History

Bullock Wealth 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
2026
Q1 		– Sell
-21
Closed -$673 – 656
2025
Q4 		$673 Buy
+21
New +$649 ﹤0.01% 578

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Vanguard Capital Management
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Fuller & Thaler Asset Management
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American Century Companies
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Geode Capital Management
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SFM
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Bullock Wealth Management's WAFD Position: Q1 2026 in Review

Bullock Wealth Management sold out of WaFd (WAFD) in Q1 2026, closing a stake of 21 shares — an estimated $673 sold.

Bullock Wealth Management first reported a position in WAFD in Q4 2025 and held it in 1 quarter. The position peaked at $673 in Q4 2025. 259 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Bullock Wealth Management reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 21 WaFd shares in Q1 2026, an estimated $673.
  • Bullock Wealth Management first reported a position in WaFd in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's WaFd position peaked at $673 in Q4 2025.
  • 259 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.