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HFM Investment Advisors’s WaFd WAFD Stock Holding History

HFM Investment Advisors’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 		$157 Hold
5
– – ﹤0.01% 1049
2025
Q4 		$161 Hold
5
– – ﹤0.01% 1081
2025
Q3 		$151 Hold
5
– – ﹤0.01% 1078
2025
Q2 		$146 Buy
5
+3
+150% +$85 ﹤0.01% 1074
2025
Q1 		$58 Buy
+2
New +$59 ﹤0.01% 1019

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

HFM Investment Advisors's WAFD Position: Q1 2026 in Review

HFM Investment Advisors held its WaFd (WAFD) position steady in Q1 2026 at 5 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

HFM Investment Advisors first reported a position in WAFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $161 in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • HFM Investment Advisors held 5 shares of WaFd worth $157 as of Q1 2026.
  • HFM Investment Advisors left its WaFd share count unchanged in Q1 2026.
  • WaFd made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1049 holding.
  • HFM Investment Advisors first reported a position in WaFd in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's WaFd position peaked at $161 in Q4 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.