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Caprock Group’s WaFd WAFD Stock Holding History

Caprock Group’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 		$385K Sell
10,039
-189
-2% -$6.66K 0.01% 946
2026
Q1 		$321K Buy
10,228
+1,787
+21% +$57.5K 0.01% 897
2025
Q4 		$270K Sell
8,441
-1,592
-16% -$49.2K 0.01% 1029
2025
Q3 		$318K Buy
+10,033
New +$307K 0.01% 925
2025
Q1 		$301K Buy
10,547
+3,098
+42% +$91.9K 0.01% 864
2024
Q4 		$240K Buy
+7,449
New +$262K 0.01% 872
2022
Q2 		– Sell
-6,500
Closed -$213K – 637
2022
Q1 		$213K Buy
+6,500
New +$228K 0.02% 547

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

Caprock Group's WAFD Position: Q2 2026 in Review

Caprock Group reduced its WaFd (WAFD) stake by 1.8% in Q2 2026, selling an estimated $6.66K and leaving 10,039 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #946.

Caprock Group first reported a position in WAFD in Q1 2022 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Caprock Group held 10,039 shares of WaFd worth $385K as of Q2 2026.
  • Caprock Group sold 189 WaFd shares in Q2 2026, an estimated $6.66K.
  • WaFd made up 0.01% of Caprock Group's portfolio in Q2 2026, its #946 holding.
  • Caprock Group first reported a position in WaFd in Q1 2022 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.