LA
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Lakeside Advisors’s WaFd WAFD Stock Holding History

Lakeside 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
Q1 		$236K Sell
7,509
-241
-3% -$7.75K 0.16% 63
2025
Q4 		$248K Sell
7,750
-790
-9% -$24.4K 0.16% 58
2025
Q3 		$259K Sell
8,540
-241
-3% -$7.38K 0.16% 56
2025
Q2 		$257K Buy
8,781
+11
+0.1% +$311 0.17% 56
2025
Q1 		$251K Buy
8,770
+10
+0.1% +$297 0.17% 58
2024
Q4 		$282K Buy
8,760
+8
+0.1% +$281 0.19% 57
2024
Q3 		$305K Buy
8,752
+7
+0.1% +$238 0.19% 57
2024
Q2 		$250K Buy
8,745
+10
+0.1% +$277 0.16% 58
2024
Q1 		$254K Buy
8,735
+9
+0.1% +$259 0.16% 57
2023
Q4 		$288K Buy
8,726
+8
+0.1% +$221 0.2% 53
2023
Q3 		$223K Buy
8,718
+546
+7% +$15.3K 0.17% 54
2023
Q2 		$217K Buy
8,172
+9
+0.1% +$249 0.16% 57
2023
Q1 		$246K Buy
8,163
+7
+0.1% +$237 0.19% 52
2022
Q4 		$274K Sell
8,156
-243
-3% -$8.5K 0.22% 50
2022
Q3 		$252K Buy
8,399
+7
+0.1% +$227 0.23% 48
2022
Q2 		$252K Buy
8,392
+107
+1% +$3.36K 0.21% 52
2022
Q1 		$272K Buy
8,285
+5
+0.1% +$175 0.21% 51
2021
Q4 		$276K Buy
+8,280
New +$286K 0.2% 45

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

Lakeside Advisors's WAFD Position: Q1 2026 in Review

Lakeside Advisors reduced its WaFd (WAFD) stake by 3.1% in Q1 2026, selling an estimated $7.75K and leaving 7,509 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #63.

Lakeside Advisors first reported a position in WAFD in Q4 2021 and has held it in 18 quarters since. The position peaked at $305K in Q3 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Lakeside Advisors held 7,509 shares of WaFd worth $236K as of Q1 2026.
  • Lakeside Advisors sold 241 WaFd shares in Q1 2026, an estimated $7.75K.
  • WaFd made up 0.16% of Lakeside Advisors's portfolio in Q1 2026, its #63 holding.
  • Lakeside Advisors first reported a position in WaFd in Q4 2021 and has held it in 18 quarters since.
  • Lakeside Advisors's WaFd position peaked at $305K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Lakeside Advisors's 13F filing for Q1 2026, filed 1 May 2026.