JF
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Jump Financial’s WaFd WAFD Stock Holding History

Jump Financial’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
2024
Q2 		– Sell
-62,782
Closed -$1.82M – 2315
2024
Q1 		$1.82M Buy
+62,782
New +$1.81M 0.05% 497
2023
Q1 		– Sell
-30,568
Closed -$1.03M – 2102
2022
Q4 		$1.03M Buy
+30,568
New +$1.07M 0.05% 468
2022
Q3 		– Sell
-12,300
Closed -$369K – 2013
2022
Q2 		$369K Sell
12,300
-18,737
-60% -$588K 0.02% 980
2022
Q1 		$1.02M Buy
31,037
+24,537
+377% +$860K 0.04% 514
2021
Q4 		$217K Buy
+6,500
New +$224K 0.01% 1068

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jump Financial's WAFD Position: Q2 2024 in Review

Jump Financial sold out of WaFd (WAFD) in Q2 2024, closing a stake of 62,782 shares — an estimated $1.82M sold.

Jump Financial first reported a position in WAFD in Q4 2021 and held it in 5 quarters. The position peaked at $1.82M in Q1 2024. 230 funds tracked by Wall St. Rank hold WAFD as of Q2 2024.

  • Jump Financial reported no remaining WaFd position as of Q2 2024 after selling out during the quarter.
  • Jump Financial sold 62,782 WaFd shares in Q2 2024, an estimated $1.82M.
  • Jump Financial first reported a position in WaFd in Q4 2021 and held it in 5 quarters.
  • Jump Financial's WaFd position peaked at $1.82M in Q1 2024.
  • 230 funds tracked by Wall St. Rank held WaFd as of Q2 2024.

Based on Jump Financial's 13F filing for Q2 2024, filed 14 Aug 2024.