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Cooper Financial Group’s WaFd WAFD Stock Holding History

Cooper Financial 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 		$343K Sell
8,949
-952
-10% -$33.5K 0.03% 319
2026
Q1 		$311K Buy
9,901
+111
+1% +$3.57K 0.03% 321
2025
Q4 		$314K Buy
9,790
+43
+0.4% +$1.33K 0.03% 293
2025
Q3 		$295K Sell
9,747
-563
-5% -$17.2K 0.03% 301
2025
Q2 		$302K Sell
10,310
-1,091
-10% -$30.9K 0.04% 299
2025
Q1 		$326K Buy
11,401
+267
+2% +$7.92K 0.04% 298
2024
Q4 		$359K Buy
11,134
+345
+3% +$12.1K 0.04% 280
2024
Q3 		$376K Buy
10,789
+206
+2% +$7.01K 0.05% 279
2024
Q2 		$302K Buy
10,583
+997
+10% +$27.6K 0.04% 299
2024
Q1 		$278K Buy
+9,586
New +$276K 0.05% 300

Other funds holding WAFD

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
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
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
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
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cooper Financial Group's WAFD Position: Q2 2026 in Review

Cooper Financial Group reduced its WaFd (WAFD) stake by 9.6% in Q2 2026, selling an estimated $33.5K and leaving 8,949 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #319.

Cooper Financial Group first reported a position in WAFD in Q1 2024 and has held it in 10 quarters since. The position peaked at $376K in Q3 2024. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Cooper Financial Group held 8,949 shares of WaFd worth $343K as of Q2 2026.
  • Cooper Financial Group sold 952 WaFd shares in Q2 2026, an estimated $33.5K.
  • WaFd made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #319 holding.
  • Cooper Financial Group first reported a position in WaFd in Q1 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's WaFd position peaked at $376K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.