Global Retirement Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $12.7K | Sell |
423
-67
| -14% | -$2.4K | ﹤0.01% | 3581 |
|
|
2026
Q2 | $18.8K | Buy |
+490
| New | +$17.3K | ﹤0.01% | 3090 |
|
|
2025
Q4 | $17K | Buy |
532
+62
| +13% | +$1.92K | ﹤0.01% | 2936 |
|
|
2025
Q3 | $14.2K | Sell |
470
-63
| -12% | -$1.93K | ﹤0.01% | 2546 |
|
|
2025
Q2 | $15.6K | Buy |
+533
| New | +$15.1K | ﹤0.01% | 2410 |
|
|
2024
Q4 | $19.6K | Sell |
609
-121
| -17% | -$4.25K | ﹤0.01% | 2098 |
|
|
2024
Q3 | $25.4K | Sell |
730
-35
| -5% | -$1.19K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $21.9K | Buy |
765
+645
| +538% | +$17.9K | ﹤0.01% | 1940 |
|
|
2024
Q1 | $3.48K | Buy |
120
+13
| +12% | +$375 | ﹤0.01% | 2542 |
|
|
2023
Q4 | $3.24K | Hold |
107
| – | – | ﹤0.01% | 2485 |
|
|
2023
Q3 | $2.69K | Buy |
107
+20
| +23% | +$559 | ﹤0.01% | 2420 |
|
|
2023
Q2 | $2.31K | Hold |
87
| – | – | ﹤0.01% | 2495 |
|
|
2023
Q1 | $2.23K | Hold |
87
| – | – | ﹤0.01% | 2468 |
|
|
2022
Q4 | $2.92K | Hold |
87
| – | – | ﹤0.01% | 2212 |
|
|
2022
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 2170 |
|
|
2022
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 2117 |
|
|
2022
Q1 | $3K | Buy |
+87
| New | +$3.05K | ﹤0.01% | 2114 |
|
|
2021
Q4 | – | Sell |
-1,723
| Closed | -$59K | – | 1796 |
|
|
2021
Q3 | $59K | Hold |
1,723
| – | – | 0.01% | 799 |
|
|
2021
Q2 | $55K | Sell |
1,723
-76
| -4% | -$2.48K | 0.01% | 815 |
|
|
2021
Q1 | $55K | Buy |
1,799
+748
| +71% | +$22.4K | 0.01% | 757 |
|
|
2020
Q4 | $27K | Buy |
1,051
+63
| +6% | +$1.5K | ﹤0.01% | 948 |
|
|
2020
Q3 | $21K | Buy |
988
+31
| +3% | +$731 | ﹤0.01% | 915 |
|
|
2020
Q2 | $26K | Buy |
957
+312
| +48% | +$8.04K | ﹤0.01% | 819 |
|
|
2020
Q1 | $17K | Hold |
645
| – | – | ﹤0.01% | 853 |
|
|
2019
Q4 | $24K | Sell |
645
-31
| -5% | -$1.14K | ﹤0.01% | 884 |
|
|
2019
Q3 | $25K | Hold |
676
| – | – | ﹤0.01% | 827 |
|
|
2019
Q2 | $24K | Sell |
676
-31
| -4% | -$1K | ﹤0.01% | 838 |
|
|
2019
Q1 | $20K | Buy |
707
+184
| +35% | +$5.41K | ﹤0.01% | 831 |
|
|
2018
Q4 | $14K | Buy |
523
+403
| +336% | +$11.3K | ﹤0.01% | 872 |
|
|
2018
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 1294 |
|
|
2018
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 1271 |
|
|
2018
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 1224 |
|
|
2017
Q4 | $4K | Buy |
+120
| New | +$4.12K | ﹤0.01% | 1187 |
|
Other funds holding WAFD
Global Retirement Partners's WAFD Position: Q3 2026 in Review
Global Retirement Partners reduced its WaFd (WAFD) stake by 14% in Q3 2026, selling an estimated $2.4K and leaving 423 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3581.
Global Retirement Partners first reported a position in WAFD in Q4 2017 and has held it in 33 quarters since. The position peaked at $59K in Q3 2021. 178 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.
- Global Retirement Partners held 423 shares of WaFd worth $12.7K as of Q3 2026.
- Global Retirement Partners sold 67 WaFd shares in Q3 2026, an estimated $2.4K.
- WaFd made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3581 holding.
- Global Retirement Partners first reported a position in WaFd in Q4 2017 and has held it in 33 quarters since.
- Global Retirement Partners's WaFd position peaked at $59K in Q3 2021.
- 178 funds tracked by Wall St. Rank held WaFd as of Q3 2026.
Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.