C
WAFD icon

Covestor’s WaFd WAFD Stock Holding History

Covestor’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 		$0 Buy
15
+11
+275% +$354 ﹤0.01% 2820
2025
Q4 		$0 Sell
4
-17
-81% -$525 ﹤0.01% 2787
2025
Q3 		$1K Sell
21
-36
-63% -$1.1K ﹤0.01% 2205
2025
Q2 		$2K Buy
57
+20
+54% +$566 ﹤0.01% 1910
2025
Q1 		$1K Sell
37
-631
-94% -$18.7K ﹤0.01% 2125
2024
Q4 		$22K Sell
668
-1,236
-65% -$43.4K 0.01% 1162
2024
Q3 		$66K Buy
1,904
+715
+60% +$24.3K 0.04% 747
2024
Q2 		$34K Sell
1,189
-847
-42% -$23.5K 0.02% 1015
2024
Q1 		$59K Sell
2,036
-4,999
-71% -$144K 0.04% 823
2023
Q4 		$232K Sell
7,035
-454
-6% -$12.6K 0.16% 95
2023
Q3 		$192K Buy
7,489
+1,383
+23% +$38.7K 0.14% 122
2023
Q2 		$162K Buy
6,106
+1,105
+22% +$30.6K 0.12% 195
2023
Q1 		$151K Buy
5,001
+4,008
+404% +$136K 0.13% 198
2022
Q4 		$33K Buy
993
+984
+10,933% +$34.4K 0.03% 888
2022
Q3 		$0 Sell
9
-7
-44% -$227 ﹤0.01% 2672
2022
Q2 		$0 Sell
16
-89
-85% -$2.79K ﹤0.01% 2411
2022
Q1 		$3K Buy
105
+81
+338% +$2.84K ﹤0.01% 1635
2021
Q4 		$1K Buy
+24
New +$828 ﹤0.01% 1985

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

Covestor's WAFD Position: Q1 2026 in Review

Covestor increased its WaFd (WAFD) stake by 275% in Q1 2026, buying an estimated $354 and bringing the position to 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Covestor first reported a position in WAFD in Q4 2021 and has held it in 18 quarters since. The position peaked at $232K in Q4 2023. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Covestor held 15 shares of WaFd worth $0 as of Q1 2026.
  • Covestor bought 11 WaFd shares in Q1 2026, an estimated $354.
  • WaFd made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2820 holding.
  • Covestor first reported a position in WaFd in Q4 2021 and has held it in 18 quarters since.
  • Covestor's WaFd position peaked at $232K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.