Freestone Capital Holdings
WAFD icon

Freestone Capital Holdings’s WaFd WAFD Stock Holding History

Freestone Capital Holdings’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 		$706K Buy
+23,592
New +$846K 0.02% 296
2021
Q1 		– Sell
-21,465
Closed -$553K – 1127
2020
Q4 		$553K Buy
21,465
+19,862
+1,239% +$472K 0.03% 241
2020
Q3 		$33.4K Buy
+1,603
New +$37.8K ﹤0.01% 555

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Principal Financial Group
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Victory Capital Management
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Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Congress Asset Management
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ProShare Advisors
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Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Freestone Capital Holdings's WAFD Position: Q3 2026 in Review

Freestone Capital Holdings opened a new position in WaFd (WAFD) in Q3 2026: 23,592 shares worth $706K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in WAFD as recently as Q4 2020.

Freestone Capital Holdings first reported a position in WAFD in Q3 2020 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Freestone Capital Holdings held 23,592 shares of WaFd worth $706K as of Q3 2026.
  • WaFd was a new Freestone Capital Holdings position in Q3 2026.
  • WaFd made up 0.02% of Freestone Capital Holdings's portfolio in Q3 2026, its #296 holding.
  • Freestone Capital Holdings first reported a position in WaFd in Q3 2020 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.