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Davidson Investment Advisors’s WaFd WAFD Stock Holding History

Davidson Investment Advisors’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 		$10.9M Sell
282,839
-19,209
-6% -$677K 0.44% 73
2026
Q1 		$9.48M Sell
302,048
-10,355
-3% -$333K 0.41% 78
2025
Q4 		$10M Buy
312,403
+3,263
+1% +$101K 0.42% 73
2025
Q3 		$9.36M Buy
309,140
+3,305
+1% +$101K 0.4% 78
2025
Q2 		$8.95M Buy
305,835
+1,579
+0.5% +$44.7K 0.4% 78
2025
Q1 		$8.7M Buy
304,256
+8,732
+3% +$259K 0.43% 78
2024
Q4 		$9.53M Buy
295,524
+5,198
+2% +$183K 0.46% 73
2024
Q3 		$10.1M Buy
290,326
+10,535
+4% +$358K 0.49% 77
2024
Q2 		$8M Buy
279,791
+11,220
+4% +$311K 0.41% 80
2024
Q1 		$7.8M Buy
+268,571
New +$7.74M 0.41% 80

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

Davidson Investment Advisors's WAFD Position: Q2 2026 in Review

Davidson Investment Advisors reduced its WaFd (WAFD) stake by 6.4% in Q2 2026, selling an estimated $677K and leaving 282,839 shares worth $10.9M. The position accounts for 0.44% of the portfolio, ranked #73.

Davidson Investment Advisors first reported a position in WAFD in Q1 2024 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Davidson Investment Advisors held 282,839 shares of WaFd worth $10.9M as of Q2 2026.
  • Davidson Investment Advisors sold 19,209 WaFd shares in Q2 2026, an estimated $677K.
  • WaFd made up 0.44% of Davidson Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Davidson Investment Advisors first reported a position in WaFd in Q1 2024 and has held it in 10 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.