FFO
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Fortitude Family Office’s WaFd WAFD Stock Holding History

Fortitude 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 		$2.61K Buy
68
+1
+1% +$35 ﹤0.01% 1380
2026
Q1 		$2.1K Buy
67
+49
+272% +$1.58K ﹤0.01% 1268
2025
Q4 		$577 Sell
18
-12
-40% -$371 ﹤0.01% 1656
2025
Q3 		$909 Buy
30
+6
+25% +$184 ﹤0.01% 1586
2025
Q2 		$703 Buy
+24
New +$680 ﹤0.01% 1657

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

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

Fortitude Family Office increased its WaFd (WAFD) stake by 1.5% in Q2 2026, buying an estimated $35 and bringing the position to 68 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Fortitude Family Office first reported a position in WAFD in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Fortitude Family Office held 68 shares of WaFd worth $2.61K as of Q2 2026.
  • Fortitude Family Office bought 1 WaFd share in Q2 2026, an estimated $35.
  • WaFd made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1380 holding.
  • Fortitude Family Office first reported a position in WaFd in Q2 2025 and has held it in 5 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.