CFO
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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
Q2 		$4.99K Buy
130
+25
+24% +$880 ﹤0.01% 1276
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 $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

CVA Family Office's WAFD Position: Q2 2026 in Review

CVA Family Office increased its WaFd (WAFD) stake by 24% in Q2 2026, buying an estimated $880 and bringing the position to 130 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

CVA Family Office first reported a position in WAFD in Q2 2024 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • CVA Family Office held 130 shares of WaFd worth $4.99K as of Q2 2026.
  • CVA Family Office bought 25 WaFd shares in Q2 2026, an estimated $880.
  • WaFd made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1276 holding.
  • CVA Family Office first reported a position in WaFd in Q2 2024 and has held it in 5 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.