Congress Asset Management’s WaFd WAFD Stock Holding History

Congress Asset Management’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	$10.7M	Buy	277,892 +2,812	+1%	+$99K	0.07%	214
2026 Q1	$8.64M	Buy	275,080 +55,522	+25%	+$1.79M	0.06%	214
2025 Q4	$7.03M	Buy	219,558 +5,372	+3%	+$166K	0.05%	213
2025 Q3	$6.49M	Sell	214,186 -11,612	-5%	-$356K	0.04%	213
2025 Q2	$6.61M	Buy	225,798 +142	+0.1%	+$4.02K	0.05%	211
2025 Q1	$6.45M	Sell	225,656 -1,383	-0.6%	-$41K	0.05%	210
2024 Q4	$7.32M	Buy	227,039 +15,938	+8%	+$560K	0.05%	209
2024 Q3	$7.36M	Sell	211,101 -2,101	-1%	-$71.5K	0.05%	206
2024 Q2	$6.09M	Sell	213,202 -10,568	-5%	-$293K	0.04%	214
2024 Q1	$6.5M	Buy	223,770 +2,688	+1%	+$77.5K	0.05%	214
2023 Q4	$7.29M	Sell	221,082 -7,358	-3%	-$203K	0.06%	207
2023 Q3	$5.85M	Buy	228,440 +313	+0.1%	+$8.75K	0.05%	203
2023 Q2	$6.05M	Buy	228,127 +2,529	+1%	+$70K	0.05%	202
2023 Q1	$6.8M	Buy	225,598 +16,595	+8%	+$561K	0.06%	189
2022 Q4	$7.01M	Buy	209,003 +1,848	+0.9%	+$64.6K	0.07%	186
2022 Q3	$6.21M	Sell	207,155 -2,611	-1%	-$84.6K	0.07%	189
2022 Q2	$6.3M	Sell	209,766 -3,310	-2%	-$104K	0.06%	198
2022 Q1	$6.99M	Buy	213,076 +12,534	+6%	+$439K	0.06%	200
2021 Q4	$6.69M	Buy	200,542 +61	+0%	+$2.1K	0.05%	206
2021 Q3	$6.88M	Buy	200,481 +5,299	+3%	+$172K	0.05%	198
2021 Q2	$6.2M	Buy	195,182 +23,057	+13%	+$752K	0.05%	201
2021 Q1	$5.3M	Buy	172,125 +108,560	+171%	+$3.25M	0.05%	208
2020 Q4	$1.64M	Sell	63,565 -660	-1%	-$15.7K	0.02%	250
2020 Q3	$1.34M	Hold	64,225	–	–	0.01%	244
2020 Q2	$1.72M	Buy	64,225 +1,410	+2%	+$36.3K	0.02%	237
2020 Q1	$1.63M	Sell	62,815 -15,240	-20%	-$487K	0.02%	230
2019 Q4	$2.86M	Sell	78,055 -89,825	-54%	-$3.3M	0.03%	228
2019 Q3	$6.21M	Hold	167,880	–	–	0.08%	144
2019 Q2	$5.86M	Hold	167,880	–	–	0.07%	161
2019 Q1	$4.85M	Sell	167,880 -2,817	-2%	-$82.8K	0.06%	181
2018 Q4	$4.56M	Buy	170,697 +6,870	+4%	+$193K	0.07%	164
2018 Q3	$5.24M	Buy	163,827 +15,999	+11%	+$538K	0.07%	183
2018 Q2	$4.83M	Sell	147,828 -4,675	-3%	-$154K	0.07%	178
2018 Q1	$5.28M	Buy	152,503 +4,478	+3%	+$159K	0.07%	163
2017 Q4	$5.07M	Sell	148,025 -51,202	-26%	-$1.76M	0.07%	164
2017 Q3	$6.7M	Buy	+199,227	New	+$6.48M	0.1%	132

Other funds holding WAFD

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Congress Asset Management's WAFD Position: Q2 2026 in Review

Congress Asset Management increased its WaFd (WAFD) stake by 1% in Q2 2026, buying an estimated $99K and bringing the position to 277,892 shares worth $10.7M. The position accounts for 0.07% of the portfolio, ranked #214.

Congress Asset Management first reported a position in WAFD in Q3 2017 and has held it in 36 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Congress Asset Management held 277,892 shares of WaFd worth $10.7M as of Q2 2026.
Congress Asset Management bought 2,812 WaFd shares in Q2 2026, an estimated $99K.
WaFd made up 0.07% of Congress Asset Management's portfolio in Q2 2026, its #214 holding.
Congress Asset Management first reported a position in WaFd in Q3 2017 and has held it in 36 quarters since.
21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.