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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

HB Wealth Management's WAFD Position: Q1 2026 in Review

HB Wealth Management increased its WaFd (WAFD) stake by 8.6% in Q1 2026, buying an estimated $25.8K and bringing the position to 10,158 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

HB Wealth Management first reported a position in WAFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $319K in Q1 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • HB Wealth Management held 10,158 shares of WaFd worth $319K as of Q1 2026.
  • HB Wealth Management bought 801 WaFd shares in Q1 2026, an estimated $25.8K.
  • WaFd made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1204 holding.
  • HB Wealth Management first reported a position in WaFd in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's WaFd position peaked at $319K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.