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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
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

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

Cornerstone Planning Group's WAFD Position: Q2 2026 in Review

Cornerstone Planning Group held its WaFd (WAFD) position steady in Q2 2026 at 70 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Cornerstone Planning Group first reported a position in WAFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $54.4K in Q3 2025. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Cornerstone Planning Group held 70 shares of WaFd worth $2.57K as of Q2 2026.
  • Cornerstone Planning Group left its WaFd share count unchanged in Q2 2026.
  • WaFd made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1255 holding.
  • Cornerstone Planning Group first reported a position in WaFd in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's WaFd position peaked at $54.4K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.