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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
Q2 		– Sell
-2,886
Closed -$90.6K – 1347
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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Fuller & Thaler Asset Management
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SFM
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Freestone Grove Partners's WAFD Position: Q2 2026 in Review

Freestone Grove Partners sold out of WaFd (WAFD) in Q2 2026, closing a stake of 2,886 shares — an estimated $90.6K sold.

Freestone Grove Partners first reported a position in WAFD in Q2 2025 and held it in 2 quarters. The position peaked at $266K in Q2 2025. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Freestone Grove Partners reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 2,886 WaFd shares in Q2 2026, an estimated $90.6K.
  • Freestone Grove Partners first reported a position in WaFd in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's WaFd position peaked at $266K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.