Corient Private Wealth
WAFD icon

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
Q2 		$2.64M Buy
68,899
+14,326
+26% +$505K ﹤0.01% 1211
2026
Q1 		$1.71M Buy
54,573
+274
+0.5% +$8.81K ﹤0.01% 1347
2025
Q4 		$1.74M Buy
54,299
+41
+0.1% +$1.27K ﹤0.01% 1224
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Corient Private Wealth's WAFD Position: Q2 2026 in Review

Corient Private Wealth increased its WaFd (WAFD) stake by 26% in Q2 2026, buying an estimated $505K and bringing the position to 68,899 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Corient Private Wealth first reported a position in WAFD in Q4 2022 and has held it in 15 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Corient Private Wealth held 68,899 shares of WaFd worth $2.64M as of Q2 2026.
  • Corient Private Wealth bought 14,326 WaFd shares in Q2 2026, an estimated $505K.
  • WaFd made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1211 holding.
  • Corient Private Wealth first reported a position in WaFd in Q4 2022 and has held it in 15 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.