JWA
WAFD icon

JFS Wealth Advisors’s WaFd WAFD Stock Holding History

JFS Wealth 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 		$2.38K Buy
62
+20
+48% +$704 ﹤0.01% 1557
2026
Q1 		$1.32K Sell
42
-14
-25% -$450 ﹤0.01% 1611
2025
Q4 		$1.79K Buy
56
+39
+229% +$1.21K ﹤0.01% 1581
2025
Q3 		$515 Buy
17
+5
+42% +$153 ﹤0.01% 1759
2025
Q2 		$352 Sell
12
-46
-79% -$1.3K ﹤0.01% 1745
2025
Q1 		$1.66K Buy
58
+1
+2% +$30 ﹤0.01% 1526
2024
Q4 		$1.84K Buy
57
+4
+8% +$141 ﹤0.01% 1514
2024
Q3 		$1.85K Buy
53
+12
+29% +$408 ﹤0.01% 1520
2024
Q2 		$1.17K Hold
41
– – ﹤0.01% 1632
2024
Q1 		$1.19K Buy
41
+21
+105% +$605 ﹤0.01% 1613
2023
Q4 		$660 Sell
20
-49
-71% -$1.35K ﹤0.01% 1751
2023
Q3 		$1.77K Buy
69
+15
+28% +$419 ﹤0.01% 1408
2023
Q2 		$1.43K Sell
54
-22
-29% -$609 ﹤0.01% 1498
2023
Q1 		$2.29K Sell
76
-7
-8% -$237 ﹤0.01% 1306
2022
Q4 		$2.79K Buy
83
+12
+17% +$420 ﹤0.01% 1241
2022
Q3 		$2K Sell
71
-25
-26% -$810 ﹤0.01% 1423
2022
Q2 		$3K Buy
96
+38
+66% +$1.19K ﹤0.01% 1249
2022
Q1 		$2K Buy
58
+33
+132% +$1.16K ﹤0.01% 1520
2021
Q4 		$1K Buy
+25
New +$862 ﹤0.01% 1609

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

JFS Wealth Advisors's WAFD Position: Q2 2026 in Review

JFS Wealth Advisors increased its WaFd (WAFD) stake by 48% in Q2 2026, buying an estimated $704 and bringing the position to 62 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

JFS Wealth Advisors first reported a position in WAFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3K in Q2 2022. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • JFS Wealth Advisors held 62 shares of WaFd worth $2.38K as of Q2 2026.
  • JFS Wealth Advisors bought 20 WaFd shares in Q2 2026, an estimated $704.
  • WaFd made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1557 holding.
  • JFS Wealth Advisors first reported a position in WaFd in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's WaFd position peaked at $3K in Q2 2022.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.