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CVA Family Office’s WaFd WAFD Stock Holding History

CVA Family Office’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 		$3.3K Buy
+105
New +$3.38K ﹤0.01% 1382
2025
Q1 		– Sell
-24
Closed -$774 – 1471
2024
Q4 		$774 Hold
24
– – ﹤0.01% 1136
2024
Q3 		$836 Hold
24
– – ﹤0.01% 1099
2024
Q2 		$686 Buy
+24
New +$665 ﹤0.01% 1127

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

CVA Family Office's WAFD Position: Q1 2026 in Review

CVA Family Office opened a new position in WaFd (WAFD) in Q1 2026: 105 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: CVA Family Office previously reported a position in WAFD as recently as Q4 2024.

CVA Family Office first reported a position in WAFD in Q2 2024 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • CVA Family Office held 105 shares of WaFd worth $3.3K as of Q1 2026.
  • WaFd was a new CVA Family Office position in Q1 2026.
  • WaFd made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1382 holding.
  • CVA Family Office first reported a position in WaFd in Q2 2024 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.