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 Q3	$274K	Buy	9,164 +215	+2%	+$7.71K	0.02%	368
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Cooper Financial Group's WAFD Position: Q3 2026 in Review

Cooper Financial Group increased its WaFd (WAFD) stake by 2.4% in Q3 2026, buying an estimated $7.71K and bringing the position to 9,164 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #368.

Cooper Financial Group first reported a position in WAFD in Q1 2024 and has held it in 11 quarters since. The position peaked at $376K in Q3 2024. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

Cooper Financial Group held 9,164 shares of WaFd worth $274K as of Q3 2026.
Cooper Financial Group bought 215 WaFd shares in Q3 2026, an estimated $7.71K.
WaFd made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #368 holding.
Cooper Financial Group first reported a position in WaFd in Q1 2024 and has held it in 11 quarters since.
Cooper Financial Group's WaFd position peaked at $376K in Q3 2024.
26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.