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Caldwell Sutter Capital’s WaFd WAFD Stock Holding History

Caldwell Sutter Capital’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 		$4.14K Hold
108
– – ﹤0.01% 711
2026
Q1 		$3.39K Buy
108
+25
+30% +$804 ﹤0.01% 700
2025
Q4 		$2.66K Hold
83
– – ﹤0.01% 710
2025
Q3 		$2.51K Hold
83
– – ﹤0.01% 713
2025
Q2 		$2.43K Hold
83
– – ﹤0.01% 701
2025
Q1 		$2.37K Hold
83
– – ﹤0.01% 713
2024
Q4 		$2.68K Hold
83
– – ﹤0.01% 711
2024
Q3 		$2.89K Hold
83
– – ﹤0.01% 714
2024
Q2 		$2.37K Hold
83
– – ﹤0.01% 741
2024
Q1 		$2.41K Buy
+83
New +$2.39K ﹤0.01% 735

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

Caldwell Sutter Capital's WAFD Position: Q2 2026 in Review

Caldwell Sutter Capital held its WaFd (WAFD) position steady in Q2 2026 at 108 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Caldwell Sutter Capital first reported a position in WAFD in Q1 2024 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Caldwell Sutter Capital held 108 shares of WaFd worth $4.14K as of Q2 2026.
  • Caldwell Sutter Capital left its WaFd share count unchanged in Q2 2026.
  • WaFd made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #711 holding.
  • Caldwell Sutter Capital first reported a position in WaFd in Q1 2024 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.