Cornerstone Planning Group
WAFD icon

Cornerstone Planning Group’s WaFd WAFD Stock Holding History

Cornerstone Planning 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 		– Sell
-70
Closed -$2.57K – 1690
2026
Q2 		$2.57K Hold
70
– – ﹤0.01% 1255
2026
Q1 		$2.46K Buy
70
+1
+1% +$32 ﹤0.01% 1257
2025
Q4 		$2.2K Sell
69
-2,445
-97% -$75.5K ﹤0.01% 1173
2025
Q3 		$54.4K Buy
2,514
+2,446
+3,597% +$74.9K 0.01% 323
2025
Q2 		$2.01K Buy
68
+1
+1% +$28 ﹤0.01% 949
2025
Q1 		$1.9K Buy
+67
New +$1.99K ﹤0.01% 998

Other funds holding WAFD

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
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
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Cornerstone Planning Group's WAFD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of WaFd (WAFD) in Q3 2026, closing a stake of 70 shares — an estimated $2.57K sold.

Cornerstone Planning Group first reported a position in WAFD in Q1 2025 and held it in 6 quarters. The position peaked at $54.4K in Q3 2025. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining WaFd position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 70 WaFd shares in Q3 2026, an estimated $2.57K.
  • Cornerstone Planning Group first reported a position in WaFd in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's WaFd position peaked at $54.4K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.