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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

Cornerstone Planning Group's WAFD Position: Q1 2026 in Review

Cornerstone Planning Group increased its WaFd (WAFD) stake by 1.4% in Q1 2026, buying an estimated $32 and bringing the position to 70 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Cornerstone Planning Group first reported a position in WAFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $54.4K in Q3 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Cornerstone Planning Group held 70 shares of WaFd worth $2.46K as of Q1 2026.
  • Cornerstone Planning Group bought 1 WaFd share in Q1 2026, an estimated $32.
  • WaFd made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1257 holding.
  • Cornerstone Planning Group first reported a position in WaFd in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's WaFd position peaked at $54.4K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.