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MAI Capital Management’s WaFd WAFD Stock Holding History

MAI 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
2026
Q2 		$252K Buy
6,570
+180
+3% +$6.34K ﹤0.01% 1683
2026
Q1 		$201K Buy
6,390
+15
+0.2% +$482 ﹤0.01% 1456
2025
Q4 		$204K Hold
6,375
– – ﹤0.01% 1307
2025
Q3 		$193K Sell
6,375
-729
-10% -$22.3K ﹤0.01% 1278
2025
Q2 		$208K Buy
7,104
+729
+11% +$20.6K ﹤0.01% 1158
2025
Q1 		$182K Hold
6,375
– – ﹤0.01% 1154
2024
Q4 		$206K Buy
+6,375
New +$224K ﹤0.01% 1139

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

MAI Capital Management's WAFD Position: Q2 2026 in Review

MAI Capital Management increased its WaFd (WAFD) stake by 2.8% in Q2 2026, buying an estimated $6.34K and bringing the position to 6,570 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

MAI Capital Management first reported a position in WAFD in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • MAI Capital Management held 6,570 shares of WaFd worth $252K as of Q2 2026.
  • MAI Capital Management bought 180 WaFd shares in Q2 2026, an estimated $6.34K.
  • WaFd made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1683 holding.
  • MAI Capital Management first reported a position in WaFd in Q4 2024 and has held it in 7 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.