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Curio Wealth’s WaFd WAFD Stock Holding History

Curio 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 		– Sell
-4
Closed -$126 – 1144
2026
Q1 		$126 Buy
+4
New +$129 ﹤0.01% 925

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

Curio Wealth's WAFD Position: Q2 2026 in Review

Curio Wealth sold out of WaFd (WAFD) in Q2 2026, closing a stake of 4 shares — an estimated $126 sold.

Curio Wealth first reported a position in WAFD in Q1 2026 and held it in 1 quarter. The position peaked at $126 in Q1 2026. 288 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Curio Wealth reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 4 WaFd shares in Q2 2026, an estimated $126.
  • Curio Wealth first reported a position in WaFd in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's WaFd position peaked at $126 in Q1 2026.
  • 288 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.