Capital Fund Management (CFM)’s WaFd WAFD Stock Holding History

Capital Fund Management (CFM)’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	$2.93M	Buy	+76,431	New	+$2.69M	0.01%	1205
2020 Q4	–	Sell	-13,215	Closed	-$276K	–	1581
2020 Q3	$276K	Buy	+13,215	New	+$311K	﹤0.01%	1140
2016 Q3	–	Sell	-46,900	Closed	-$1.14M	–	1820
2016 Q2	$1.14M	Buy	46,900 +34,100	+266%	+$819K	0.01%	915
2016 Q1	$290K	Sell	12,800 -27,000	-68%	-$585K	﹤0.01%	1326
2015 Q4	$948K	Buy	+39,800	New	+$980K	0.01%	897
2015 Q1	–	Sell	-24,300	Closed	-$538K	–	1759
2014 Q4	$538K	Buy	+24,300	New	+$520K	0.01%	1099
2014 Q1	–	Sell	-25,200	Closed	-$587K	–	1979
2013 Q4	$587K	Buy	+25,200	New	+$572K	0.01%	1203
2013 Q3	–	Sell	-38,600	Closed	-$729K	–	1930
2013 Q2	$729K	Buy	+38,600	New	+$663K	0.01%	885

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Capital Fund Management (CFM)'s WAFD Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in WaFd (WAFD) in Q2 2026: 76,431 shares worth $2.93M. The stake represents 0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in WAFD as recently as Q3 2020.

Capital Fund Management (CFM) first reported a position in WAFD in Q2 2013 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Capital Fund Management (CFM) held 76,431 shares of WaFd worth $2.93M as of Q2 2026.
WaFd was a new Capital Fund Management (CFM) position in Q2 2026.
WaFd made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1205 holding.
Capital Fund Management (CFM) first reported a position in WaFd in Q2 2013 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.