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Global Financial Private Client’s WaFd WAFD Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-14
Closed -$400 – 1575
2025
Q1 		$400 Buy
14
+9
+180% +$267 ﹤0.01% 1365
2024
Q4 		$161 Buy
+5
New +$176 ﹤0.01% 1351

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Financial Private Client's WAFD Position: Q2 2025 in Review

Global Financial Private Client sold out of WaFd (WAFD) in Q2 2025, closing a stake of 14 shares — an estimated $400 sold.

Global Financial Private Client first reported a position in WAFD in Q4 2024 and held it in 2 quarters. The position peaked at $400 in Q1 2025. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • Global Financial Private Client reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14 WaFd shares in Q2 2025, an estimated $400.
  • Global Financial Private Client first reported a position in WaFd in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's WaFd position peaked at $400 in Q1 2025.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.