FGP
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Freestone Grove Partners’s WaFd WAFD Stock Holding History

Freestone Grove Partners’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 		$90.6K Buy
+2,886
New +$92.8K ﹤0.01% 812
2025
Q3 		– Sell
-9,093
Closed -$266K – 916
2025
Q2 		$266K Buy
+9,093
New +$257K ﹤0.01% 603

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VPM
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State Street
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AllianceBernstein
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VCM
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Fuller & Thaler Asset Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

Freestone Grove Partners's WAFD Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in WaFd (WAFD) in Q1 2026: 2,886 shares worth $90.6K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in WAFD as recently as Q2 2025.

Freestone Grove Partners first reported a position in WAFD in Q2 2025 and has held it in 2 quarters since. The position peaked at $266K in Q2 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Freestone Grove Partners held 2,886 shares of WaFd worth $90.6K as of Q1 2026.
  • WaFd was a new Freestone Grove Partners position in Q1 2026.
  • WaFd made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #812 holding.
  • Freestone Grove Partners first reported a position in WaFd in Q2 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's WaFd position peaked at $266K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.