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Choreo LLC’s WaFd WAFD Stock Holding History

Choreo LLC’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 		$257K Sell
6,691
-23
-0.3% -$810 ﹤0.01% 1404
2026
Q1 		$211K Buy
6,714
+77
+1% +$2.48K ﹤0.01% 1452
2025
Q4 		$216K Sell
6,637
-2,038
-23% -$63K ﹤0.01% 1413
2025
Q3 		$263K Buy
+8,675
New +$266K ﹤0.01% 1308

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

Choreo LLC's WAFD Position: Q2 2026 in Review

Choreo LLC reduced its WaFd (WAFD) stake by 0.34% in Q2 2026, selling an estimated $810 and leaving 6,691 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Choreo LLC first reported a position in WAFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Choreo LLC held 6,691 shares of WaFd worth $257K as of Q2 2026.
  • Choreo LLC sold 23 WaFd shares in Q2 2026, an estimated $810.
  • WaFd made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1404 holding.
  • Choreo LLC first reported a position in WaFd in Q3 2025 and has held it in 4 quarters since.
  • Choreo LLC's WaFd position peaked at $263K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.