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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Davidson Investment Advisors's WAFD Position: Q1 2026 in Review

Davidson Investment Advisors reduced its WaFd (WAFD) stake by 3.3% in Q1 2026, selling an estimated $333K and leaving 302,048 shares worth $9.48M. The position accounts for 0.41% of the portfolio, ranked #78.

Davidson Investment Advisors first reported a position in WAFD in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q3 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Davidson Investment Advisors held 302,048 shares of WaFd worth $9.48M as of Q1 2026.
Davidson Investment Advisors sold 10,355 WaFd shares in Q1 2026, an estimated $333K.
WaFd made up 0.41% of Davidson Investment Advisors's portfolio in Q1 2026, its #78 holding.
Davidson Investment Advisors first reported a position in WaFd in Q1 2024 and has held it in 9 quarters since.
Davidson Investment Advisors's WaFd position peaked at $10.1M in Q3 2024.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Davidson Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.