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HB Wealth Management’s WaFd WAFD Stock Holding History

HB Wealth Management’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 		$403K Buy
10,514
+356
+4% +$12.5K ﹤0.01% 1219
2026
Q1 		$319K Buy
10,158
+801
+9% +$25.8K ﹤0.01% 1204
2025
Q4 		$300K Sell
9,357
-471
-5% -$14.5K ﹤0.01% 1136
2025
Q3 		$298K Sell
9,828
-563
-5% -$17.2K ﹤0.01% 1073
2025
Q2 		$304K Sell
10,391
-788
-7% -$22.3K ﹤0.01% 933
2025
Q1 		$319K Buy
+11,179
New +$332K ﹤0.01% 938

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

HB Wealth Management's WAFD Position: Q2 2026 in Review

HB Wealth Management increased its WaFd (WAFD) stake by 3.5% in Q2 2026, buying an estimated $12.5K and bringing the position to 10,514 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

HB Wealth Management first reported a position in WAFD in Q1 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • HB Wealth Management held 10,514 shares of WaFd worth $403K as of Q2 2026.
  • HB Wealth Management bought 356 WaFd shares in Q2 2026, an estimated $12.5K.
  • WaFd made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1219 holding.
  • HB Wealth Management first reported a position in WaFd in Q1 2025 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.