Corient Private Wealth’s WaFd WAFD Stock Holding History

Corient Private Wealth’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 Q1	$1.71M	Sell	54,573 -54,025	-50%	-$1.74M	﹤0.01%	1347
2025 Q4	$3.48M	Buy	108,598 +54,340	+100%	+$1.68M	﹤0.01%	1235
2025 Q3	$1.64M	Buy	54,258 +273	+0.5%	+$8.36K	﹤0.01%	1159
2025 Q2	$1.58M	Sell	53,985 -74	-0.1%	-$2.1K	﹤0.01%	1145
2025 Q1	$1.55M	Sell	54,059 -208	-0.4%	-$6.17K	﹤0.01%	1077
2024 Q4	$1.75M	Buy	54,267 +18	+0%	+$632	﹤0.01%	1050
2024 Q3	$1.89M	Buy	54,249 +100	+0.2%	+$3.4K	﹤0.01%	1128
2024 Q2	$1.55M	Hold	54,149	–	–	﹤0.01%	1144
2024 Q1	$1.57M	Buy	54,149 +26	+0%	+$749	﹤0.01%	1144
2023 Q4	$1.78M	Buy	54,123 +178	+0.3%	+$4.92K	﹤0.01%	1055
2023 Q3	$1.38M	Sell	53,945 -93	-0.2%	-$2.6K	﹤0.01%	1064
2023 Q2	$1.43M	Sell	54,038 -756	-1%	-$20.9K	﹤0.01%	1021
2023 Q1	$1.65M	Buy	54,794 +1,113	+2%	+$37.6K	﹤0.01%	907
2022 Q4	$1.8M	Buy	+53,681	New	+$1.88M	0.01%	735

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Corient Private Wealth's WAFD Position: Q1 2026 in Review

Corient Private Wealth reduced its WaFd (WAFD) stake by 50% in Q1 2026, selling an estimated $1.74M and leaving 54,573 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Corient Private Wealth first reported a position in WAFD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.48M in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Corient Private Wealth held 54,573 shares of WaFd worth $1.71M as of Q1 2026.
Corient Private Wealth sold 54,025 WaFd shares in Q1 2026, an estimated $1.74M.
WaFd made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1347 holding.
Corient Private Wealth first reported a position in WaFd in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's WaFd position peaked at $3.48M in Q4 2025.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.