CIBC Private Wealth Group
WAFD icon

CIBC Private Wealth Group’s WaFd WAFD Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$577 Buy
+18
New +$556 ﹤0.01% 3017
2025
Q2 		– Sell
-76
Closed -$1.88K – 3324
2025
Q1 		$1.88K Buy
+76
New +$2.25K ﹤0.01% 2701
2018
Q3 		– Sell
-197
Closed -$6K – 1727
2018
Q2 		$6K Hold
197
– – ﹤0.01% 1693
2018
Q1 		$7K Hold
197
– – ﹤0.01% 1614
2017
Q4 		$7K Buy
+197
New +$6.76K ﹤0.01% 1634

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

CIBC Private Wealth Group's WAFD Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in WaFd (WAFD) in Q4 2025: 18 shares worth $577. The stake represents ﹤0.01% of the portfolio and ranks #3017 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in WAFD as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in WAFD in Q4 2017 and has held it in 5 quarters since. The position peaked at $7K in Q1 2018. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

  • CIBC Private Wealth Group held 18 shares of WaFd worth $577 as of Q4 2025.
  • WaFd was a new CIBC Private Wealth Group position in Q4 2025.
  • WaFd made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3017 holding.
  • CIBC Private Wealth Group first reported a position in WaFd in Q4 2017 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's WaFd position peaked at $7K in Q1 2018.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.