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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return