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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Caprock Group's WAFD Position: Q1 2026 in Review

Caprock Group increased its WaFd (WAFD) stake by 21% in Q1 2026, buying an estimated $57.5K and bringing the position to 10,228 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #897.

Caprock Group first reported a position in WAFD in Q1 2022 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Caprock Group held 10,228 shares of WaFd worth $321K as of Q1 2026.
  • Caprock Group bought 1,787 WaFd shares in Q1 2026, an estimated $57.5K.
  • WaFd made up 0.01% of Caprock Group's portfolio in Q1 2026, its #897 holding.
  • Caprock Group first reported a position in WaFd in Q1 2022 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.