DiNuzzo Private Wealth’s WaFd WAFD Stock Holding History

DiNuzzo Private 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 Q3	$420	Hold	14	–	–	﹤0.01%	1153
2026 Q2	$538	Hold	14	–	–	﹤0.01%	1084
2026 Q1	$440	Hold	14	–	–	﹤0.01%	1111
2025 Q4	$449	Hold	14	–	–	﹤0.01%	1115
2025 Q3	$441	Hold	14	–	–	﹤0.01%	1119
2025 Q2	$410	Sell	14 -2	-13%	-$57	﹤0.01%	1120
2025 Q1	$458	Buy	16 +3	+23%	+$89	﹤0.01%	1080
2024 Q4	$420	Hold	13	–	–	﹤0.01%	1134
2024 Q3	$454	Hold	13	–	–	﹤0.01%	1131
2024 Q2	$372	Buy	13 +2	+18%	+$55	﹤0.01%	1129
2024 Q1	$320	Hold	11	–	–	﹤0.01%	1111
2023 Q4	$363	Buy	+11	New	+$304	﹤0.01%	1080

Other funds holding WAFD

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

DiNuzzo Private Wealth's WAFD Position: Q3 2026 in Review

DiNuzzo Private Wealth held its WaFd (WAFD) position steady in Q3 2026 at 14 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

DiNuzzo Private Wealth first reported a position in WAFD in Q4 2023 and has held it in 12 quarters since. The position peaked at $538 in Q2 2026. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

DiNuzzo Private Wealth held 14 shares of WaFd worth $420 as of Q3 2026.
DiNuzzo Private Wealth left its WaFd share count unchanged in Q3 2026.
WaFd made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1153 holding.
DiNuzzo Private Wealth first reported a position in WaFd in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's WaFd position peaked at $538 in Q2 2026.
26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.