FFA
WAFD icon

Farther Finance Advisors’s WaFd WAFD Stock Holding History

Farther Finance 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 		$19.2K Buy
502
+150
+43% +$5.28K ﹤0.01% 4001
2026
Q1 		$11.1K Sell
352
-90
-20% -$2.9K ﹤0.01% 4032
2025
Q4 		$14.2K Buy
442
+286
+183% +$8.83K ﹤0.01% 3676
2025
Q3 		$4.72K Buy
156
+152
+3,800% +$4.66K ﹤0.01% 3791
2025
Q2 		$117 Sell
4
-1
-20% -$28 ﹤0.01% 4293
2025
Q1 		$141 Sell
5
-44
-90% -$1.3K ﹤0.01% 4018
2024
Q4 		$1.58K Buy
49
+38
+345% +$1.33K ﹤0.01% 3095
2024
Q3 		$383 Buy
+11
New +$374 ﹤0.01% 3481
2024
Q1 		– Sell
-5
Closed -$165 – 3751
2023
Q4 		$165 Buy
+5
New +$138 ﹤0.01% 3249

Other funds holding WAFD

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Farther Finance Advisors's WAFD Position: Q2 2026 in Review

Farther Finance Advisors increased its WaFd (WAFD) stake by 43% in Q2 2026, buying an estimated $5.28K and bringing the position to 502 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4001.

Farther Finance Advisors first reported a position in WAFD in Q4 2023 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Farther Finance Advisors held 502 shares of WaFd worth $19.2K as of Q2 2026.
  • Farther Finance Advisors bought 150 WaFd shares in Q2 2026, an estimated $5.28K.
  • WaFd made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4001 holding.
  • Farther Finance Advisors first reported a position in WaFd in Q4 2023 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.