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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
Q2 		$423 Buy
11
+6
+120% +$211 ﹤0.01% 1047
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 $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

HFM Investment Advisors's WAFD Position: Q2 2026 in Review

HFM Investment Advisors increased its WaFd (WAFD) stake by 120% in Q2 2026, buying an estimated $211 and bringing the position to 11 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

HFM Investment Advisors 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.

  • HFM Investment Advisors held 11 shares of WaFd worth $423 as of Q2 2026.
  • HFM Investment Advisors bought 6 WaFd shares in Q2 2026, an estimated $211.
  • WaFd made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1047 holding.
  • HFM Investment Advisors 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 HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.