IMS Capital Management’s WaFd WAFD Stock Holding History

IMS Capital 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
2025 Q3	$279K	Sell	9,214 -400	-4%	-$12.3K	0.13%	122
2025 Q2	$281K	Hold	9,614	–	–	0.13%	122
2025 Q1	$275K	Hold	9,614	–	–	0.14%	116
2024 Q4	$310K	Sell	9,614 -229	-2%	-$8.05K	0.14%	111
2024 Q3	$343K	Hold	9,843	–	–	0.15%	105
2024 Q2	$338K	Hold	9,843	–	–	0.16%	105
2024 Q1	$286K	Hold	9,843	–	–	0.13%	117
2023 Q4	$324K	Hold	9,843	–	–	0.16%	110
2023 Q3	$252K	Hold	9,843	–	–	0.15%	113
2023 Q2	$261K	Hold	9,843	–	–	0.14%	112
2023 Q1	$296K	Hold	9,843	–	–	0.18%	112
2022 Q4	$330K	Hold	9,843	–	–	0.21%	104
2022 Q3	$295K	Hold	9,843	–	–	0.2%	104
2022 Q2	$295K	Hold	9,843	–	–	0.19%	107
2022 Q1	$323K	Hold	9,843	–	–	0.17%	110
2021 Q4	$329K	Hold	9,843	–	–	0.17%	103
2021 Q3	$338K	Hold	9,843	–	–	0.2%	93
2021 Q2	$313K	Hold	9,843	–	–	0.18%	98
2021 Q1	$303K	Buy	9,843 +460	+5%	+$13.8K	0.19%	93
2020 Q4	$242K	Buy	+9,383	New	+$223K	0.15%	114
2020 Q3	–	Sell	-9,383	Closed	-$252K	–	123
2020 Q2	$252K	Hold	9,383	–	–	0.2%	100
2020 Q1	$244K	Hold	9,383	–	–	0.25%	94
2019 Q4	$344K	Hold	9,383	–	–	0.24%	105
2019 Q3	$347K	Hold	9,383	–	–	0.26%	100
2019 Q2	$328K	Hold	9,383	–	–	0.24%	86
2019 Q1	$271K	Sell	9,383 -1,174	-11%	-$34.5K	0.22%	98
2018 Q4	$282K	Hold	10,557	–	–	0.26%	90
2018 Q3	$338K	Sell	10,557 -1,536	-13%	-$51.7K	0.23%	86
2018 Q2	$395K	Sell	12,093 -169	-1%	-$5.55K	0.25%	93
2018 Q1	$420K	Hold	12,262	–	–	0.26%	92
2017 Q4	$420K	Sell	12,262 -4,000	-25%	-$137K	0.26%	92
2017 Q3	$547K	Sell	16,262 -229	-1%	-$7.45K	0.35%	80
2017 Q2	$548K	Sell	16,491 -2,916	-15%	-$96.6K	0.52%	82
2017 Q1	$642K	Buy	19,407 +874	+5%	+$29.3K	0.64%	64
2016 Q4	$637K	Sell	18,533 -1,500	-7%	-$45.8K	0.68%	57
2016 Q3	$534K	Hold	20,033	–	–	0.62%	58
2016 Q2	$486K	Sell	20,033 -179	-0.9%	-$4.3K	0.57%	62
2016 Q1	$458K	Hold	20,212	–	–	0.56%	60
2015 Q4	$482K	Hold	20,212	–	–	0.59%	62
2015 Q3	$460K	Sell	20,212 -6,500	-24%	-$149K	0.55%	70
2015 Q2	$624K	Sell	26,712 -750	-3%	-$16.8K	0.74%	47
2015 Q1	$599K	Hold	27,462	–	–	0.67%	53
2014 Q4	$608K	Sell	27,462 -2,550	-8%	-$54.6K	0.69%	55
2014 Q3	$611K	Sell	30,012 -4,835	-14%	-$103K	0.71%	56
2014 Q2	$782K	Sell	34,847 -1,420	-4%	-$31.1K	0.85%	40
2014 Q1	$845K	Sell	36,267 -4,000	-10%	-$90.8K	1%	37
2013 Q4	$938K	Buy	40,267 +5,000	+14%	+$114K	1.18%	18
2013 Q3	$729K	Sell	35,267 -35,334	-50%	-$751K	1.01%	37
2013 Q2	$1.33M	Buy	+70,601	New	+$1.21M	1.91%	3

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IMS Capital Management's WAFD Position: Q3 2025 in Review

IMS Capital Management reduced its WaFd (WAFD) stake by 4.2% in Q3 2025, selling an estimated $12.3K and leaving 9,214 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #122.

IMS Capital Management first reported a position in WAFD in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.33M in Q2 2013. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

IMS Capital Management held 9,214 shares of WaFd worth $279K as of Q3 2025.
IMS Capital Management sold 400 WaFd shares in Q3 2025, an estimated $12.3K.
WaFd made up 0.13% of IMS Capital Management's portfolio in Q3 2025, its #122 holding.
IMS Capital Management first reported a position in WaFd in Q2 2013 and has held it in 49 quarters since.
IMS Capital Management's WaFd position peaked at $1.33M in Q2 2013.
254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.