HFS
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HBC Financial Services’s WaFd WAFD Stock Holding History

HBC Financial Services’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
2024
Q4 		$64K Hold
2,000
– – 0.04% 65
2024
Q3 		$68K Buy
+2,000
New +$68K 0.04% 67
2020
Q1 		– Sell
-1,500
Closed -$53K – 170
2019
Q4 		$53K Buy
+1,500
New +$55.1K 0.05% 68

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

HBC Financial Services's WAFD Position: Q4 2024 in Review

HBC Financial Services held its WaFd (WAFD) position steady in Q4 2024 at 2,000 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #65.

HBC Financial Services first reported a position in WAFD in Q4 2019 and has held it in 3 quarters since. The position peaked at $68K in Q3 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

  • HBC Financial Services held 2,000 shares of WaFd worth $64K as of Q4 2024.
  • HBC Financial Services left its WaFd share count unchanged in Q4 2024.
  • WaFd made up 0.04% of HBC Financial Services's portfolio in Q4 2024, its #65 holding.
  • HBC Financial Services first reported a position in WaFd in Q4 2019 and has held it in 3 quarters since.
  • HBC Financial Services's WaFd position peaked at $68K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.